Learn what requirements are needed to effectively create a charitable remainder trust. They have very specific requirements that must be met.
Want to make sure you have the best retirement account for your situation? Here are the 10 retirement accounts you need to be aware of. From the Rich People ROTH IRA to the Solo 401(k) profit sharing plan which retirement is best will depend on your personal financial situation.
Learn about funding your trust with your bank accounts, which can be a simple matter of asking the financial institutions to change the name on the account.
Most parents want to take care of their children, even when they’re gone, so they make a will as part of their estate plan. Unfortunately, disparities in allotments can cause rifts between family members and frustration across the board. Here’s how you can leave an inheritance that doesn’t separate your family...
How much do you know about your portfolio and the way it’s structured? Are you familiar with how exactly it interacts with the market, and how it reflects changes in the market? If you have questions, you’re not alone. Take action to get some answers.