According to a new report from Kaspersky Lab, more than one in 10 people have now used...
Author - Previous Posts
Health Care Decisions in 2019 Require a Medical Power of Attorney
A few months ago, I was planning knee replacement surgery. While providing the required pre...
Why Should I Create a Trust If I’m Not Rich?
The perception is that trusts are for the very wealthy and that they cost a ton of money to set up...
Can a Trust Company Help Me with Estate Planning?
Of course, you might think that only the very wealthy need a trust company. However, that’s not...
Family Meetings and Trustworthy Siblings Needed to Help Aging...
If your parents are at a point where they struggle with their financial affairs, increasing your...
Challenges for Women Facing Retirement are Especially Daunting
The financial challenges women face to achieve financial security in retirement can be huge, as a...
Should I Designate a Trust Instead of an Individual as a...
The question becomes, should they name a trust rather than an individual as a beneficiary of the...
Making an IRA Part of the Estate Plan
You’re hoping to leave your loved ones a nice legacy and something that can enhance their financial...
When Should I Review My Estate Plan?
An estate plan is the guide to how you want your personal and financial affairs to be handled, in...
Why Should I Buy a Home with a Real Estate Trust?
When you buy a home, you have the option of buying the home in a trust. Why should you choose to...