Posts Tagged ‘trust’

Wealth Transfer Checklist

Leaving A Legacy For Your Loved Ones Having conversations about distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your heirs are prepared. Creating a plan for transferring assets can achieve a variety of goals, such (more…)

Do You Need a Will or a Trust, or Both?

If you’re like many people, you’ve heard the terms “will” and “trust,” but you may not know the differences between them. More important, you may not know which one you need. You’ll find some answers below. Q: What’s a will? A: A will is a document that describes what should (more…)

Avoid Major Headaches When Naming Minors as Beneficiaries

Naming children as beneficiaries or contingent beneficiaries of an insurance policy, retirement account or payable-on-death account seems a natural way to provide for those you love. But special care must be taken to ensure that, should the children inherit as minors, the money provides for them in the way you (more…)