15Mar2015

3 Estate Planning Musts

1.Review and update your estate plan regularly – Review and update your estate plan regularly — when life changes occur, your estate plan should reflect this as well.  For example, did you just buy a house, get married or divorced? I f you have an estate plan, these events may drastically change what you had originally planed

23Dec2013

Rethinking Trust Distributions Based Upon the Beneficiary’s Age

Morningstar article by Helen Modly, CFP, ChFC Why put an age limit on the ability to protect assets from creditors and predators? Many trusts direct that young beneficiaries will receive distributions of trust principal (corpus) when they attain certain ages. The intent of this language is usually to protect the beneficiary from herself until she