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Estate Planning

5 types of trusts to consider before building your estate plan

5 types of trusts to consider before building your estate plan

Trusts are an integral part of the estate planning process. If you suddenly pass away or become ill, a person of your choosing can hold and distribute money in your trust. Establishing a trust allows you to give a trustee the right to hold and manage assets for a...

Don’t make these top 3 women’s estate planning mistakes

Don’t make these top 3 women’s estate planning mistakes

Millions of women today are financially independent. In fact, women currently control at least 32% of all global wealth. Between accumulated assets from personally owned businesses, home purchases, and investments, women are in a unique position to plan for their...