For your trust to keep your assets out of probate court, it’s essential that you’ve funded your trust. While creating a living trust is a great step towards smart planning, “funding your trust” is an…
Most people name their spouse as the beneficiary of their IRA without a second-thought. But few understand how IRAs are inherited, or how those funds can be exposed to your spouse’s creditors or a subsequent…
“Help! My parent has been diagnosed with dementia and will need assisted living soon. My advisor told me that we need to set up an irrevocable trust so that Medicaid will pay for the nursing…
Confused about the differences between a will and a trust? Although many people have heard of trusts, most don’t fully understand how they work. Here is…