Use Living Trust Sub-Trusts to Protect Your Family’s Legacy
A few weeks ago, I talked about Revocable Living Trusts (RLT), which are a core part of many estate plans. They’re designed to make the...
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Oct 1
Social Security for Divorced Spouse: How and When to Claim
Did you know that you might be eligible for Social Security benefits based on your ex-spouse’s work history? If you were married for at...
Sep 24
Revocable Living Trust: Advantages and Disadvantages
"Isn’t a trust just for the wealthy?" That’s a common misconception I hear all the time, but here’s the truth: a Revocable Living Trust...
Sep 17
Why & How to Avoid Probate
Imagine this: your family, already dealing with their grief, now has to wait months or even years to receive their inheritance because...
Sep 10
Cash, Stocks, or QCDs: Which to Donate for Bigger Tax Impact?
I’m frequently asked whether it’s better to donate cash, stocks, or make a Qualified Charitable Distribution (QCD) from an IRA, and the...
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