retirement planning

The Difference Between a Prenuptial Agreement and a Will or Trust Image
08.03.2021

The Difference Between a Prenuptial Agreement and a Will or Trust

There was a time when most people heard about prenuptial agr...

Successor Trustee Compensation Image
07.20.2021

Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your t...

Can a Beneficiary Also Be a Trustee of a Trust? Image
07.14.2021

Can a Beneficiary Also Be a Trustee of a Trust?

Clients often naturally choose their children to be benefici...

Can a Disabled Individual Be an Executor or a Trustee? Image
06.15.2021

Can a Disabled Individual Be an Executor or a Trustee?

An important element of creating an estate plan is choosing ...

Types of Life Insurance and How They Can Be Used in Estate Planning Image
06.08.2021

Types of Life Insurance and How They Can Be Used in Estate Planning

Many of us do not start thinking about life insurance until ...