As another year comes to a close and we prepare for a new beginning in 2012, here are 5 year-end tips for gift and estate planning:
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Tag: Estate Planning
Back to School – What every college student and their parents should not only know about … but have!
Many parents will soon be sending one or more of their children to college and many of those children will be living in an apartment or rental house. Among the lengthy list of things to consider when your child is moving back to college is whether your child should purchase “renters’ insurance.”
Avoiding Stumbles With ‘Living’ Trusts
An article in today’s Wall Street Journal discusses the importance of funding your revocable trust – often referred to as your “living trust.” Trusts are a fantastic tool to aid in administration of your assets in case of disability, illness, or death.