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Living Trusts: What Are They & Do I Need One?

Living Trusts: What Are They & Do I Need One?

A living trust, set up during your lifetime, is designed to allow for easy transfer of your assets. A trustee holds legal possession of the assets and property in your trust and has a fiduciary duty to manage the trust prudently for the trust’s beneficiaries. Most...

How To Pick a Trustee

How To Pick a Trustee

But whichever kind you choose, you'll have to select a trustee to oversee your and your loved ones' assets. Understandably, this important decision may give you pause. You need someone who will act in your heirs’ best interests. Many people start by considering a...

How To Find a Caregiver

How To Find a Caregiver

What do you do when you or a loved one can't get through a day without help? It's a problem most families face sooner or later, and it's a thorny one. When it comes to choosing a caregiver, there are many factors to consider. One option is to have an adult child move...

Estate Planning: Know the Basics

Estate Planning: Know the Basics

When beginning your estate plan, your first task will be to inventory what you own. You may be surprised by all the tangible and intangible assets you have. Estimate some values but obtain an appraisal on your home and statements from financial accounts. You will then...

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