Author: Jaclyn Ford-Grella

Designating a beneficiary for one's Individual Retirement Account (IRA) is a critical...

In life's journey, many individuals accumulate assets, build legacies, and cherish...

Before delving into the checklist, grasping the essence of estate planning is pivotal. At its core, estate planning is about...

When planning one's estate or securing assets, understanding the types...

Managing individual finances can be challenging in the hustle and bustle of daily life. However, the intricacy multiplies...

Saving for retirement is an important...

Self-Directed Individual Retirement Accounts (IRAs) have grown in popularity in the field of retirement investing & planning...

Transferring your real estate to a trust is a wise and strategic estate planning action that may provide several benefits, such as asset...

Trusts and wills are important legal instruments in estate...

An irrevocable trust is a legal arrangement in an individual, the “grantor” transfers assets or property to a trust is managed by a trustee, for the benefit...