A Guide to Picking the Right Trust – WSJ
By ERIN MCCARTHY Updated Nov. 9, 2014 4:46 p.m. ET For many investors, trusts are an ideal way to keep portfolios safer for the long term. The hard part is knowing what kind of trusts to set up and how to do it. Trusts can protect assets from taxes and legal threats, and provide income […]
Wealth: A Mistaken Prohibition? – daveramsey.com
Wealth is powerful and, therefore, dangerous. It is not for the spiritually immature. In fact, wealth is so powerful that a significant portion of the Bible’s teaching on wealth focuses on the dangers. As we look at some of the warnings and snares, we should learn to take caution—but this does not mean we are […]
Social Security Claiming Strategies-Online Tools Help Answer Retirees’ Big Questions
#495778135 / gettyimages.com 62, 66, 67 or 70? Online Tools Help Answer Future Retirees’ Big Question Wall Street Journal (July 27, 2014) by Anne Tergesen When is the best time to claim Social Security? Faced with cracked nest eggs and shrinking pensions, baby boomers on the brink of retirement are turning to a growing number […]
Parents With Disabled Children Might Need More Than a Will
The will is the foundation of any estate plan. It details who gets what and names guardians for minors (and sometimes adult children with disabilities). If you die “intestate,” without a will, the state will decide these things for you. Some people also create trusts within their wills for the benefit […]