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Primer on Different Types of Estate Planning Tools

Examiner.com:  The type of trust we most commonly discuss is, without a doubt, the revocable living trust. While revocable living trusts are certainly effective in making sure that your estate avoids a lengthy and expensive probate process, they aren’t an effective way to protect your assets or accomplish other goals. The truth is that trusts [...]

Need to Know: Life Insurance 101

Wall St. Journal:  “Life insurance is one of those financial products that can give people the heebie-jeebies. It can sound confusing and complicated, and it involves thinking about a very scary proposition: death.  But life insurance really isn’t as frightening or complex as it seems. It’s actually a fantastically useful and flexible estate-planning [...]

Is Your Trustee Trustworthy?

Investopedia:  Trusts are commonly used by attorneys and financial advisors during the estate planning process. They aid in the distribution of assets, ensuring that everything goes to the correct people and entities. They can also minimize estate taxes. Essentially, they allow you to remove assets from your personal estate so that more wealth can be passed to your beneficiaries. You can even [...]