Category Archives: Estate Planning
What Can I do to Prevent Financial Fraud?
Unfortunately, financial fraud is rampant – and older Americans are often the targets. Once the fraud has happened it can be hard to recover what’s been stolen. Here are two strategies recommended by the Consumer Financial Protection Bureau: Choose a trusted contact person Banks, credit unions, and brokerage services usually offer the option to… Read More »
When Should I Update My Will?
Significant life events and changes in financial condition may call for updating your will… Read More »
When Should I Establish a Trust?
Trusts are legal documents that spell out how and when your assets are transferred to people or charitable organizations. There are numerous types of trusts that can be established for different purposes… Read More »
