Guidelines to Ease the Estate Planning Conversation

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Are you one of the many individuals faced with saving for your own retirement while figuring out your aging parents’ estate planning at the same time? While the morbid thought of what to do with your parent’s assets after their passing is the last thing you want to think about, it is imperative to avoid future issues. Ease both your and your parents’ worries by starting the conversation about estate and healthcare planning as soon as possible. Compiled are guidelines ...

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Choosing an Executor or Trustee

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Appointing a trustee or executer to your will or trust is an important decision that requires careful planning and execution. Often, appointing a family member causes turmoil and a family war after your sudden passing. While you want to appoint someone you trust, it is equally important to assign someone with experience and knowledge to this vital part of your life. Before appointing your oldest son with no financial experience, take these helpful tips into consideration:

  • Does your estate require ongoing ...
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Protect, Invest & Allocate a Trust

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When appointed as a trustee or executor of a trust, you take on many responsibilities. Your goal is to always act in the best interests of the trust holder. While your main duty is to protect the assets of the trust, you most likely won’t just be sitting on those assets. It is important to diversify the assets while preventing losses and encouraging modest gains. If you have been appointed as a trustee and your experience is minimal, you may ...

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