Author: Jaclyn Ford-Grella

If you want to gain more control over your retirement funds and explore a wider range of investment opportunities, rolling over your 401(k) to a self-directed IRA might be the…

Business owners navigating divorce or co-parenting often face complex financial challenges. Balancing personal finances, business operations, and child support obligations requires careful planning and management. If you're wondering how to…

Selecting a trustee is a significant decision that affects the administration of your trust and the management of your estate. The trustee is responsible for carrying out your wishes, managing…

One of the most common questions people ask when planning their estate or safeguarding their assets is: Does a trust protect your assets from a lawsuit? Trusts are often seen…

A charitable remainder trust (CRT) is an estate planning tool that allows you to support a charitable cause while also securing income for yourself or your beneficiaries. By setting up…

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…

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…

When it comes to planning for retirement, many people think about traditional investment options like stocks and bonds. However, there's a lesser-known but powerful tool in the world of retirement…

Real estate investment trusts (REITs) own or finance income-producing real estate across numerous property segments. These companies have to meet several specific requirements to qualify as REITs. The idea behind real…

Knowing about trusts and estates is important when planning what happens to your stuff after you're not around. Trusts and estates help you give your things, like your house or…