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May 2017 Archives

Important points for retirement and estate planning

The mantra of investment commercials focuses on preparing baby boomers who are close to retirement age with the wisdom and knowledge to retire with enough income to enjoy the good life. Indeed, limiting risk is just as important to retirement planning as it is to estate planning. Because of this, there are several things that soon-to-be retirees should keep in mind as you plan for the next stage of your life.

Can you pass on your values with a trust?

Obviously, a trust is a way to pass money and assets on to your heirs. However, that's just one of the things you're interested in giving your children. You're also hoping to pass on your values, molding your kids into the type of people you want them to be. Can a trust be used to do this as well?

Why to consider a life insurance trust

When you bought your life insurance policy, it was with your children in mind. You wanted to be sure that they would have their needs met, even if you and your income were gone. You didn't want a car accident or some other sudden tragedy to leave them with nothing.

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