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...

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...

Life Insurance and Estate Planning

The way you dispose of your assets in your estate plan may not seem to be affected by life insurance at first glance. However, life insurance can be an integral, indispensably important part of a well-thought-out estate plan. There are numerous other benefits to...