estate planning checklist, estate planning golden rules

15 Apr Three Golden Rules of Estate Planning

    When making your estate planning checklist, there are three “golden rules” you should follow. These estate planning rules will help you ensure you’re getting the most out of your hard work, and preserving your estate for years to come. Rule #1: Be Clear and Intentional The most...

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what is a retirement plan trust, retirement trust, retirement plan trust

09 Apr What is a Retirement Plan Trust?

    One major part of your estate may be your retirement account. Placing your retirement funds in a trust account is not possible while you are still living. However, there is one trick you can use to ensure your individual retirement accounts are protected, and the...

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