A child’s financial future can be daunting in and of itself but adding in special needs for your loved one can create additional nerves and anxiety. Parents often have critical… Read More »
Monthly Archives: June 2017
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… 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… Read More »
Why the Right Beneficiary in Your Life Insurance Policy Is So Important
If you have a life insurance policy and you have also outlined your intentions for someone to receive benefits in a will, bear in mind that the life insurance policy… Read More »