We have discussed trusts as a useful option during estate planning. They allow a level of flexibility and control that is otherwise not available. While you may be familiar with revocable and irrevocable trusts, there is another structure that...
Some people may think that one way to protect themselves and their assets is to keep the details of their estate plans from as many people as possible.
“It may sound like the plot to a bad movie or a...
Wills: The Basics
As discussed in a recent post, there is a lot to consider when it comes to estate planning. But the first main fundamental is a will.
What is a will
You can think of a will as a contract...
There are three big goals that people most often see a financial planning consultant with regards to, according to Richard Cayne of Meyer International. These are: funding your retirement, your children’s education and purchasing a home. In this three-part...
