by Brian Douglas | Jul 1, 2018 | Estate Planning
For many older Americans, Social Security is an essential source of retirement income. If you are nearing retirement age, you may expect to rely on these monthly benefits, based on income earned throughout your working life. As you near retirement age, it can feel...
by Brian Douglas | Jul 1, 2018 | Estate Planning
Estate Planning Around Grandchildren Many individuals preparing an estate plan do not only consider their children in the plan but grandchildren, as well. In fact, the grandchildren are often more of a focus than the adult children for many estate plans. The following...
by Brian Douglas | Jun 15, 2018 | Estate Planning
One of the hardest choices an individual can make when it comes to preparing his or her trust document is deciding who will be designated as trustee. The trustee is the person who will be responsible for administering the terms of the trust, disbursing the property to...
by Brian Douglas | Jun 11, 2018 | Estate Planning
When thinking about building wealth and saving for the future, many investors are looking for ways to diversify their portfolios. For some, this means bonds, securities, and gold. Others are looking for something a little more interesting. Collecting rare instruments,...
by Brian Douglas | Jun 3, 2018 | Estate Planning, Probate
The summer before a child goes off to college is an emotional one for parents, especially if this is the first kid to leave the nest. If your not-so-little one is about to leave home, you may be feeling anxious, lost, and fearful about the future. More likely than...
by Brian Douglas | Jun 1, 2018 | Estate Planning
As technology becomes more a part of daily life, new considerations need to be taken into account when it comes to estate planning. What are those considerations, and what exactly is involved when it comes to digital assets? What Are Digital Assets? Digital assets...
