How to Use a Revocable Trust

A revocable trust might also be referred to as an inter vivos trust or a living trust. This is the kind of trust that can be updated at any point in time, meaning that you have greater flexibility over it. You might decide to make changes over who is listed as the beneficiary inside, and… Read More »

Estate Planning A Necessity for New Business Owners

A recent study conducted by RBC Wealth Management identified that even though nearly 40% of American business owners have a complete transfer plan, nearly half of them have not taken the necessary steps to make a will. Even though business owners are more likely to have a wealth transfer plan than their employees with half… Read More »