If you have a loved one in your family with questionable or perhaps negligent spending practices, you may feel concerned about them wasting their inheritance. You worked hard and saved to leave something behind for your family, and the last thing you want is for them...
Real World Solutions Tailored To Your Needs
Month: March 2022
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Can you spot the signs that your estate plan should be updated?
If you have done the responsible thing and created an estate plan, you may think your set and that the planning process is complete. However, no matter what age you were at the time of creating the estate plan, things in your life will likely change from time to...
Do you need a Totten trust?
Most people count on the money in a bank account to pay their bills. When you pass away, your loved ones may need to access that money so they can take care of some urgent expenses. It’s imperative that you take the time to ensure they’ll be able to do this. One of...