When you start your career in life planning and wealth management you realize every day is like drinking from a fire hose. As time goes on…it doesn’t really change. Unfortunately, there is ever increasing complexity that surrounds what seems to be the simplest of planning tools. IRAs, 401(k)s, and other like-kind retirement accounts are a…
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Just the idea of having a trust seems complicated…but is it? The truth is that not having a trust in certain situations creates significantly more complications than having one. Then again, that’s not always the case. So, let’s break it down and look under the hood. If you die with a Will most likely you…
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