Estate and Trust Planning
A trust serves to separate legal and equitable title. In plain English, this means that a trust holds an asset (any asset like a house, car, or bank account) in the name of one person (called the Trustee), but that the asset is really for the benefit of someone else (called the beneficiary). Why have trust and pursue trust planning? [...]
Categories: estate planning, trusts Tags: estate planning, trust planning
How to Evaluate Retirement Advisory Services
There are many providers of retirement advisory help for retirees. You first need to know what help you desire. For example, if you are a “do-it-yourselfer”, you may want to meet with a certified retirement planner once annually to review your financial circumstances just to get a professional’s input. On the other hand, if you can’t stand thinking about your [...]
Categories: retirement advisory services Tags: certified retirement planner, trust planning
