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Many people own property in more than one state -perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will be handled as you create an estate plan. Without proper planning it may be necessary...
Over the past ten years, Individual Retirement Accounts (IRAs) have become the primary tool for many people to manage their individual wealth. Because of the amount of money put into these accounts and their financial impact in people’s lives, controlling and protecting these accounts is more important than ever. One way to manage an IRA...Read more
A few weeks ago in our blog, we discussed how to fund a living trust. To recap briefly, a living trust is basically a container with very specific instructions for how to handle the assets inside. If nothing is ever put inside the container, then the trust becomes useless. Many different types of assets...Read more