If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here is what we think you should consider as you decide: First, consider whether you want your offspring to have broader options than just …
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you do not have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But for …
4 Essential Strategies For Protecting Your Family’s Assets Read More »
Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of the financial, logistical, and emotional challenges for your loved ones following your death. Here in part two, we wrap up our summary of the report …
HOW ESTATE PLANNING CAN REDUCE THE HIGH COST OF DYING—PART 2 Read More »
If you are running a business, it is easy to push estate planning to the latter end of the ever growing priority list. After all, if next month’s payroll is pressing or your goals for growth over the coming quarter have a front seat…
Facebook legacy contact can serve as a key part of your legacy and one you will likely want to protect following your death…
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