Clock with stacks of coins in front

Can I Place My IRA in a Trust?

You cannot put your individual retirement account (IRA) in a trust, while you are living. You can, however, name a trust as the beneficiary of your IRA and dictate how the assets are to be handled after your death.

Read More »
image of palm trees aligning street

Why Did Actor Luke Perry Succeed with Estate Planning?

Luke Perry’s passing on March 4, 2019 was a sad moment for many, since his iconic role on Beverly Hills 90210 is forever etched in pop culture. However, in the eight months since his passing, it has become clear that unlike most celebrity estates, Luke Perry was financially savvy.

Read More »
Red label with 'mistake' written on it

Simple Mistakes to Avoid in Estate Planning

Preparing an estate plan, is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing. We may decide with the information available on the internet, we simply can self-diagnose any problems that arise.

Read More »

Categories
Recent Posts
Educational Webinar
Save Your Spot Now!
How To Make Sure Your Business Is Protected When Life Happens Without Putting Your Personal Assets At Risk