The transfer of wealth or assets between individuals or companies is referred to as a wealth transfer. The transfer can happen either during your
Beneficiaries: Common Mistakes to Avoid
As beneficiaries are common designations in retirement accounts, wills, and trusts, it is likely that you have one. A beneficiary is an individual (or
Exactly What is End-of-Life Planning?
The topic of end-of-life planning is generally difficult for us to talk about or think about. However, without it, we will have fewer options, and
Keeping Your Finances in Order as You Age
The American population is living longer than previous generations, which may result in longer retirement years. Since expenses, taxes, and inflation
An Overview of Different Trust Types
We're familiar with trusts, often when it comes to beneficiaries of trust funds. Some may think that trusts are only for the wealthy, but they are a
Social Security Retirement Benefits: Tips for Increasing Them
Over the course of their working lives, Americans pay payroll taxes into the Social Security fund. Individuals may opt to receive Social Security
Baby Boomer Estate Planning
Your retirement age is probably fast approaching if you're part of the Baby Boomer generation. You may be thinking about how you will spend your
Generational Wealth: Maintaining Your Legacy
Developing and protecting your legacy to leave to future generations may have taken years. But have you thought about the impact it will have on
An Estate Plan Should Include a Family LLC
Most small business owners know that limited liability companies are advantageous for financial management, yet LLCs are also useful estate planning