The Biggest Mistake Parents Make When Setting Up A Trust Fund
When it comes to securing your children's financial future, setting up a trust fund can be an important step. However, it’s become apparent that the biggest mistake parents make when…
Author: Jaclyn Ford-Grella
Does A Revocable Trust File A Tax Return?
A revocable trust is a popular estate planning tool that allows you to manage your assets while giving you control and flexibility. One common question that arises is: Does a…
The Crucial Role Of The Remainderman In Estate Planning
In the realm of estate planning, the role of a remainderman is pivotal yet often misunderstood. A remainderman is someone designated to receive property after the passing of the life…
Backdoor Roth IRA Explained: How It Works, Limits, Rules, And Tax Considerations
A Backdoor Roth IRA is a retirement strategy that lets higher-income earners access Roth-style tax treatment even when direct Roth IRA contributions are not available due to income-based phaseouts. It…
Grantor Vs. Grantee: Roles And Meanings In Real Estate Transactions
When dealing with real estate, knowing the roles of the grantor vs. grantee is key to ensure a smooth transaction. Understanding these terms helps both buyers and sellers grasp their…
Healthcare Trusts: What Is Their Significance In Your Financial And Medical Planning?
Healthcare trusts provide a unique option for businesses looking to manage medical benefits while controlling costs. By establishing a healthcare trust, employers gain flexibility and control over their employees’ medical…
Things You Need To Know Before Hiring A Retirement Advisor
Planning for retirement is one of the most important financial steps you can take in your life, and a retirement advisor can help set you on the right course. Whether…
How To Plan Your Retirement Income: Easy Steps To Follow
Retirement income planning begins with clarity around spending, then turns into a repeatable withdrawal system that works in both calm markets and volatile ones. Social Security timing, tax-aware withdrawals, and…
Peter H. Kingman
President
President
What Is A Charitable Trust And Do You Need One?
A charitable trust might sound fancy, but it's a way to give to good causes, like helping animals, schools, or hospitals, after you're gone. It's a promise that some of your money…
The Self-Directed IRA Explained: Benefits, Fees, And FAQs
A self-directed IRA is a retirement account that differs from other IRAs by letting you make the investment decisions. It lets you include a broader range of investments, like real…