by Trust Counsel | Sep 27, 2019 | Articles, Asset Protection, Estate Planning, Family, Incapacity, Retirement
In the first part of this article we discussed how some professional adult guardians have used their powers to abuse the seniors placed under their care (https://trustcounsel.com/2019/09/use-estate-planning-to-avoid-adult-guardianship-and-elder-abuse/). In this...
by Trust Counsel | Nov 2, 2018 | Articles, Estate Planning, Retirement
Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a...
by Leslie Marenco | Jul 28, 2017 | Articles, Retirement
In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically a thing of the past, it takes more than just a big piggy bank...
by Leslie Marenco | Apr 14, 2017 | Articles, IRAs / 401(k), Retirement
Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life...
by Leslie Marenco | Nov 25, 2016 | Articles, Estate Planning, IRAs / 401(k), Retirement
In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need...
by Leslie Marenco | May 6, 2016 | Articles, Retirement
You’ve spent your entire life building up your retirement account. It may even be the biggest asset you’ll leave behind for the people you love. If that’s the case, you may want to consider creating a special trust designed specifically to receive your retirement...
