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...
As a continuation of the discussion about estate planning, this is an overview of trusts, which is another option available.
In certain cases, trusts can offer a level of protection and control that may not be available through a will. Make no...
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...
While planning your estate, you may want to think about assigning powers of attorney to a person you trust in case you are not capable of taking certain actions or making certain decisions.
This is not something that many of...
