Choosing a Trustee

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay... Read More »

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Real Estate – The Pros and Cons of Leaving it to Loved Ones

Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real es... Read More »

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You Have Inherited a Retirement Account — Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accou... Read More »

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