Estate planning and retirement often seem like separate financial universes, each with its unique set of rules and priorities. However, for anyone approaching or currently in retirement, these two are intrinsically linked. This blog aims to unpack the intersections between estate planning and … [Read more...] about Estate Planning and Retirement: Managing the Intersection
Three Reasons to Use a Trust Instead of a Will
A lot of people assume you should use a will as your asset transfer method when you are devising your estate plan. In fact, there are some good reasons to use a trust instead, and we will look at three of them here. Nursing Home Asset Protection A significant percentage of seniors require nursing … [Read more...] about Three Reasons to Use a Trust Instead of a Will
