Using this method of charitable giving, you can actually give your assets away and keep them. It’s like having your cake and eating it, too! Most people who take the time to plan their estate already have a strong sense of family and community and want to leave gifts to …
Read More »Estate Planning: Make Sure Your Wishes are Honored
A medical power of attorney and living will are crucial estate planning steps, and like long term care insurance, must be set in place early in life for optimal protection. She was just 26 years old when she went into cardiac arrest, fell down in her apartment and was rushed …
Read More »Trustee of a Trust
The trustee is the guy who manages your trust assets. Great care should be taken in your selection of your trustee. The trustee is bound by the trust document (i.e. contract) and he has a duty to protect trust assets for the beneficiaries. The independent trustee manages, holds legal title …
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