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...
Planning for you future includes making sure that assets will be safely passed on to your family so that they will be taken care of if you are no longer around to provide.
Even if you don’t have an immediate...
As mentioned before, estate planning is not an easy thing for most. Often people race through the process, creating a will and contingencies for when they die, but forgetting about one important possibility: incapacity.
Just as important as making sure...
There are three big goals that people most often see a financial planning consultant in 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...
