When a trust is created, the creator of the trust names someone to serve as the trustee and to assume …
What is The Role of the executor
An executor ties up personal and/or business affairs after someone passes away. The executor may also be referred to as …
Using Trusts as Part of Your Estate Planning
There are advantages and disadvantages to using a trust as an estate planning tool. Depending on your goals, the use …
CONSOLIDATING RETIREMENT PLAN ASSETS
You may find that you have accumulated a number of workplace retirement accounts over the years. Consider consolidating these assets …