Why We Avoid Estate Planning
Have you thought about dying lately? Most of us don’t. However, my daughter had a close friend pass away recently. This shocking and unexpected event got me thinking about death and how fragile our time here really is. In fact, as a... Read More →
When You Die, Where Does Your Dough Go?
Have you ever wondered what happens to your money when you die? Investors over the years have told me that have it all worked out. “I’ve got a will, a trust and spoke to an attorney.” Often, those instructions were... Read More →
Trust Funds for the Not So Wealthy
You’ve probably heard of trust funds. You know, the accounts that the rich set up for passing wealth to their families, friends or favorite charities. However, most people don’t understand what they do or how they work. One really cool... Read More →
Do I Need A Living Trust?
Living Trusts are a common estate planning tool. The Living Trust’s primary purpose is to avoid the costs of probate and keep the deceased’s affairs private. Most people want the money that they’ve worked hard for all their lives to... Read More →