Many individuals want to leave behind money to a loved one that is experiencing a disability or has special needs. However, you will want to ensure you take the proper steps to properly transfer these funds over to your loved one without jeopardizing their government...
Choosing a trustee is a decision that you should not take lightly, as it is one of the most important decisions surrounding your trust planning process. The duties of a trustee can vary and deciding on one can put some pressure on your shoulders, especially if you...
The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, was made effective in January 2020. Due to the changes presented in this new law, individuals that engage in estate planning should review their beneficiary arrangements on all their...