A trust agreement is part of the process of setting up a trust fund. The words “trust fund” often bring to mind images of the wealthy. However, a trust is just a legal tool used to reach specific financial goals. Different kinds of trusts accomplish different goals....
If you have a special needs child or face your own disabilities due to accident or injury, you may have questions about special needs trusts. These types of trusts form the framework for a lifetime of income while helping special needs individuals also qualify for...
If you haven’t considered what will happen to your estate after you die, you are not alone. 2 out of 3 in the US still don’t have crucial estate planning documents. (1) However, not making a plan can make life complicated and uncomfortable for you and your family. A...
If you’re wondering how to leave assets to your family when you pass away, a will gives everyone the directions they need to settle your estate. Whether you possess wealth or a meager home of sentimental valuables, writing a will is crucial for your family’s peace of...
As an older adult, you may start thinking about what will happen if you can no longer care for yourself. Becoming incompetent or incapacitated is not something anyone wants to happen, but it is a reality some of us face. Nearly 70% of individuals aged 65 and older now...
