by Brian Douglas | Jul 13, 2018 | Estate Planning, Real Estate
If you have been reading our blog, you have heard us talk about revocable living trusts (RLTs) before. If you haven’t, or if you don’t quite remember the ins and outs of an RLT, we will go through a quick review before moving on to our main topic of the day: should...
by Brian Douglas | Jul 9, 2018 | Estate Planning
Very often, clients tell us that they wish they hadn’t waited so long to start the estate planning process. It can seem scary or overwhelming, and there are a lot of reasons people put it off. One of the most common is that people want to wait until they have...
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,...
