Estate planning is much more than setting up a trust. The broadest description of estate planning is the process of preparing to dispose of your assets when you pass away. At least, that’s the textbook definition. Understandably, that gives many people the impression that estate planning is for the rich or those taking required minimum […]
The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the laws and regulations change regularly. Over the years, I’ve had thousands of conversations and email exchanges on various personal finance matters. I’ve included some of the misconceptions I’ve heard along the way. Beware of […]
