Tag: Trusts

Just got an inheritance?  Learn the smart ways to handle an inheritance and the financial planning steps you can take to make the most of your money.

A Trust isn’t only for people with a lot of money. It's for anyone who wants to leave behind assets for their loved ones.

While a Revocable Living Trust is a great option for many of us, I want you to also be aware of its pros and cons before you jump in.

Check this out: living trusts offer lots of flexibility as far as what you choose to fund it with and when. That's just one advantage...

The opportunity to set up a charitable trust fund gives you a lot of advantages. Here's how to know if it's right for you.