Just because you’ve saved up for retirement doesn’t always mean you’ll have the funds necessary to get you through it. It’s hard to plan for everything that can come with retirement, especially higher
How to Retire as a Small Business Owner
A recent survey shows that more than half of small business owners don’t have a retirement plan in place, and more than one-quarter don’t believe they will be able to retire comfortably. These numbers
Preparing Financially for the Golden Years
There are many things to consider when you begin to approach your golden years. Have you spent your preparing for how you’ll pay for your lifestyle after you retire? There are many ways to pay for it,
Advance Directives, Living Wills, and Living Trusts
Do you have a specific plan in place for your end-of-life care? Or how your family will be cared for after you pass? Many people put off such tasks because they find them unpleasant, but in order to a
How Can I Control the Distribution of My Estate?
There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportuni
How Can I Benefit from a Charitable Lead Trust?
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them beca
How Can a Living Trust Help Me Control My Estate?
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
A trust is a