As you do your estate planning, one thing that you want to consider is whether or not you’re going to use a trust. This is a way to pass your assets on to the next generation, but it doesn’t give them the money directly. Instead, the trust owns the money and...
Much of your assets are tied up in your privately held company, and so your overall wealth is largely connected to the value of that company. You want to fund a trust, but rather than doing it with cash assets, you want to do it with stock. Is this possible? It...
Those with special needs often qualify for government benefits. These benefits can be used to help cover the costs of housing, medical care and other baseline needs, something that is especially important after the death of their parents. Examples of some of the...
There are many reasons to set up a trust. Some people put assets and property into a trust so their family members can skip the headache of probate. Others hope to protect their assets from creditors. Setting up the right trust for you will depend on your circumstance...
As people step firmly into adulthood, they often find both their careers and family life blossoming. This usually means higher income, which in turn leads to more assets – a new house, for example. Along with that often comes the added considerations of caring for...