A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
Author: Rodney Hatley
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based technology. Despite the dizzying fluctuationsREAD MORE
An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital assets. Digital assets consist of everything we own online. BecauseREAD MORE
King Charles III has ascended to the U.K. throne, but he won’t have to pay the U.K.’s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That’s because of a deal the royals made with the government nearly 30 years ago.
Thoughts on creating a legacy through charitable giving often begin later in life, when children are grown, with children of their own. Thoughts of charitable giving often coincide with grandchildren heading back to school when the pleasure of long summerREAD MORE
It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
After a long and busy career, you’re getting ready to retire or you’ve just retired. It’s about to be summer all year long and the days are as busy or as easy as you choose. Your time, at last, isREAD MORE
Planning for the future provides protection and peace of mind, so it becomes increasingly important to seniors as they approach their twilight years.
The lists of supplies get longer every year, from mini-fridge to gaming systems. But don’t neglect the legal documents your young adult will need when they start this exciting next stage of their lives. The thing is, when children turnREAD MORE