Posts Tagged
‘beneficiaries’

Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]

A trusted advisor is someone who works with your best interests in mind, making decisions based on your desired outcomes and future needs.  Being mindful of those that you choose to be in your inner-circle to advocate when you need them the most is essential.  Working amongst the vulnerabilities of older adults and individuals with [...]

Did you spend your career socking away money in a Traditional IRA or roll your 401k over into a Traditional IRA after you retired? A Traditional IRA is one of the most common ways that our clients save for retirement. On December 19, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act [...]