by Vail Gardner | Feb 21, 2023 | Estate Planning
What is a revocable living trust, or RLT? This is a common question that many people have. A revocable inter vivos trust, also known as an RLT, is a type of estate planning solution that can protect your assets and plan for your future. This blog post will discuss...
by Vail Gardner | Feb 8, 2023 | Estate Planning
If you’re nearing retirement age, there are probably a lot of questions swirling around in your head. How much money should I withdraw each month? When should I start collecting Social Security benefits? What’s the best way to save for retirement? While...
by Vail Gardner | Feb 1, 2023 | Estate Planning
When it comes to estate planning, many people think that a DIY will is enough. However, to ensure your loved ones are taken care of in the event of your death, it’s essential to have a comprehensive estate plan in place. An estate plan includes several crucial...
by Vail Gardner | Jan 24, 2023 | Estate Planning
Making plans for what happens to your estate after you die ensures that your loved ones are cared for. You can name an executor or a trustee to manage your estate after you die. So, what’s the difference between trustee vs executor? You may appoint an executor...
by Vail Gardner | Jan 18, 2023 | Estate Planning
When you create a trust as part of your estate plan, one of the most important decisions is who will serve as trustee. This role is responsible for managing and distributing the assets in your trust according to your wishes. It’s crucial to choose someone who...
by Vail Gardner | Jan 12, 2023 | Estate Planning
If you’re like most parents, you want to ensure your children are taken care of financially if something happens to you. One way to do this is to leave assets to them in your retirement account. However, there are some things you need to consider before doing...
