Estate Plan Trusts

Commonly referred to as a CD, a Certificate of Deposit can be used as a short or long term investment. Domestic banks offer FDIC (Federal Deposit Insurance Corporation) insured Certificates of Deposit with higher rates of return than other investment options. The bank retains money for a specified period of …

I was invited by my good friend and wealth planner, Alice Phua, to a talk today about how to avoid the pitfalls on estate planning. I did not know what to expect when I was going for the talk and thought that it should not be anything relevant to me …

If you’re like most people, you have some good personal and financial records. It’s just that they’re in a dozen or more locations known only to you. I grew up in a household where it was not unusual for my mom to be frantically running around “Where is my purse?”, …