Can your trust be invalidated?
A trust is a legal document that allows you to manage your assets and distribute them to your beneficiaries when you die. While most people involve experts in the trust creation process, it is not uncommon for some folks to undertake this exercise on their own, and...
2 ways you can protect your will from potential disputes
People create wills for one primary reason: to make their wishes known regarding what they’d want to happen to their assets when they die. And if you get it right, a will can help you achieve this, safeguard your legacy and leave something behind for the people you...
Where are you in the great wealth transfer?
An important event is coming up in American history; for some people, it has already begun. This event is known as the “Great Wealth Transfer,” and it has been said to be the biggest transfer of wealth from one generation to the next to ever occur in human history....