When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...

Caution: Creditors Are a Threat to Inherited Retirement Accounts

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...

How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...

When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...

Revocable Trust v. Irrevocable Trust: Which is Best for You?

Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...

When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...