What Are The Top Trust Errors? - Trusts can be an essential part of any estate plan, but they are complex vehicles. There are many ways they can go wrong. Below are some of the most common errors and how to avoid them. Funding errors. Properly funding your trust is key, otherwise your …
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How To Value Items For Estate Planning
How To Value Items For Estate Planning - Suppose you want your children to inherit jewelry. How do you value it? Family members may have wildly divergent opinions of the fair market value of collectible assets that may lead to delays in your estate's settlement and ultimately lead to litigation. To …
How To Choose a Retirement Home
How To Choose a Retirement Home - Sooner or later, most aging people need more care than they can receive at home. That's where retirement homes come in. But different homes provide different services and different standards of care, and they can charge vastly different amounts. So how do you begin …
Do You Need Umbrella Insurance?
Do You Need Umbrella Insurance? - Umbrella insurance is a type of personal liability insurance that applies to a broader range of situations than conventional business insurance. It's for those who may find themselves liable for a claim larger than what their homeowners or auto insurance will cover. …
Tax Free Municipal Bonds: Worth It?
Tax Free Municipal Bonds: Worth It? - Municipal bonds are stable, income-producing vehicles that are used to fund local and state government projects, such as buildings and highways. They are also tax free at the federal level. Are they right for you? What else should you be weighing in your …
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