Category Archives: author

When it comes to investing in annuities, there is a lot to think about. What can you expect to get out? What ruses should you look out for? Would a bond be a better idea? The good thing about a … Continue reading →

When people think of investing, the traditional things that come to mind are the big three: stocks, bonds, and cash. However, with the rise of alternative investing assets, such as real estate, people are changing the way they think about … Continue reading →

Nobody likes to think about the end of their life, but it is inescapable and should be planned for accordingly. When devising your trust, here are some key things to avoid: Trusting the state to take charge Having a will … Continue reading →

Estate planning cannot be carried out by only one person. An attorney is great, but he might not know all the tax laws that go into estate planning. Therefore, a CPA is needed. But then your insurance policies might not … Continue reading →

An experienced estate planning attorney can help you avoid alienating family members when you’re not giving the same thing to each person. The attorney should also help you choose a trustee. The trustee needs to be someone who lives close … Continue reading →