The Secure Act became law on December 20th, 2019, bringing the most significant changes to the retirement system in over a decade. Among the changes is the end of the so-called 'Stretch IRA' which […]
Revocable or living trusts play an important role in many estate plans. Married couples utilizing trusts in their estate plan will need to consider whether it's best to set up joint or separate […]
What is a revocable living trust?
A revocable trust (also called a living trust) is "funded" during your lifetime and becomes irrevocable at your death. Funding a trust means retitling assets in the […]
Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in the event of your death or […]
Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they're for, and the benefits they can - and cannot - provide. One […]