Business partnerships may be long-term or short-term. The successful ones include owners who have a solid understanding of each partner’s strengths, trusting their decisions and market knowledge. However, in some instances, one of the partners chooses to leave the...
Year: 2022
How could a reverse mortgage impact my estate plan?
As the financial climate continues to shift, it can be challenging to figure out how you can continue to make ends meet. You also want to enjoy the years after your retirement. You may hear some people talking about a reverse mortgage to support themselves. It can...
A spendthrift clause provides certain protections within a trust
Your concerns regarding your adult children’s inability to handle money and poor spending habits have gone on for years. It has become a major point of contention as you create your estate plan. You want to protect those assets you leave for your children, but do you...
Estate planning checklist for the new year
New Year’s resolutions are an annual rite for many. Often these will include financial goals on being smarter about money. For many, this involves budgets and saving money, but it can also include creating or updating an estate plan. The death of any resolution is...