The Hidden Perils of Joint Ownership – Part One
This blog series will focus on holding real estate and accounts jointly, and specifically, the hidden perils associated with using joint ownership with your adult children as an Estate Planning…
5 Benefits of Planning with a Revocable Living Trust (RLT)
A financial advisor recently asked me if I could briefly explain to him the benefits of planning with a revocable living trust versus a will. After our discussion, the light…
Disability Planning: The Importance of Being Prepared – Part Five
Planning in the Event Disability or Long Term Care Insurance is Unavailable or Insufficient Unfortunately, many Americans will either be medically ineligible for disability and/or long term care insurance or…