Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake.
In the United States, people can participate in making and changing the law. This article is a story of one woman who did just that.
Clients often want a simple plan that maximizes their goals. This article looks at a simple way to make gifts to charity more valuable to the donor and the charity.
Trusts are incredibly useful tools. But, like other useful tools, they do not fit every circumstance and they must be used properly. Learn more about two common mistakes and how they may be avoided.
Roth and Traditional accounts each have their merits. This blog examines the differences between the two.