Retirement Primer: All You Need to Know About Estate Planning

Retirement Primer: All You Need to Know About Estate Planning

Estate planning isn’t just for the wealthy; it’s essential for anyone who wants to secure their legacy, protect their loved ones and ensure their assets are distributed according to their own preferences. It might sound complicated, but with the right guidance, estate planning can provide genuine peace of mind.

Retirement Primer: Things to Know About Trust Funds

Retirement Primer: Things to Know About Trust Funds

While most people think about wills when they think about estate planning, a will is only one part of establishing a plan for your estate. 

A will is a contract between you and your heirs that is enforced by the state. It does the job, but it’s far from perfect. First, the will has to go through a