Charitable Trusts Can Provide Income to Heirs

A charitable trust is a type of irrevocable trust that can benefit you, and the charity you choose, and provide income to your heirs. If you are philanthropically minded with nonessential assets like stocks or real estate, a charitable trust can offer many financial...

Making an Estate Plan for Unmarried Couples

Widows and divorce are common among older Americans (in record numbers), spurring new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating...

Veteran Advocates: 3 Reasons to Hire One

The number of veterans’ benefits getting mired in the system is not only tragic but startling as well. A quick internet search can lead to story after story of veterans who have struggled to receive the benefits that are owed to them. Robert DiCicco spent his...

What Is the Fiduciary Rule?

Since the Labor Department surpassed its authority in creating the fiduciary rule, the Obama-era protections for retirement savers cannot be enforced. The fiduciary rule required financial advisors to act solely in their clients’ best interest as it related to...