Author: Jaclyn Ford-Grella

Setting up a trust fund for a child is an important step in securing their financial future. If you want to save for education, offer long-term financial security, or protect…

If you’re asking, 'Do I need to report a Roth IRA on your taxes?' you’re not alone. Many individuals are uncertain about how to handle their Roth IRA on their…

When setting up an irrevocable trust, one of the key benefits is the protection it offers from creditors. However, many people wonder, can the IRS seize assets in an irrevocable…

When facing financial trouble, many wonder: Can IRAs be garnished? IRAs (Individual Retirement Accounts) are important tools for retirement savings, and knowing if they can be taken by creditors is…

Retirement planning involves various account options, and one that often raises questions is the non-deductible IRA. Unlike traditional IRAs, which allow tax-deductible contributions under certain income limits, a non-deductible IRA…

A trust can be a powerful tool for managing wealth, protecting assets, and guaranteeing a smooth transition of property. However, not all assets belong in a trust. Knowing what assets…

When considering long-term financial planning, one frequently asked question is this: Is a Roth IRAworth it? Retirement savings can take many forms and selecting the right account type is an…

Selecting the right financial tool for long-term growth often leads to the discussion of IUL vs. Roth IRA. Both options offer tax advantages but serve different purposes, making the choice…

Knowing how to protect your assets from a civil lawsuit is important for anyone who wants to safeguard their wealth from potential legal threats. Lawsuits can arise from any number…