How Should I Prepare for My Child’s Future?

A recent survey by TD Ameritrade made headlines, with its finding that 1 in 5 young Americans (Generation Z, defined by the researchers as ages 15-21, and young millennials, ages 22-28) may opt out of college. A deeper look shows that much of what drives that thinking, is the price and debt that come with it.

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House

Can You Protect Your Home After Death?

They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?

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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.

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