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How Much Income Do You Need in Retirement?

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What types of trusts do I need for estate planning?

Planning your estate can be daunting. Not only is planning for one’s death emotional, the wide variety of available instruments can be confusing. Trusts are one such instrument that you often hear about in estate planning, but do you really need one? If so, what type of trust makes sense?

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Will v. Trust: Which One is Better?

Deciding between a revocable living trust and will is often misguided. Typically, a revocable living trust is drafted alongside a pour-over will to provide many benefits. It may be time to revisit your estate plan with your attorney and your CFP®.

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