by Kimberly Hanlon | Oct 23, 2015 | Avoiding Probate, Estate Planning, Trusts
You wouldn’t let your children get on their bicycles with only half a helmet; their protection is your number one goal. Yet many people make the mistake of leaving significant portions of their inheritable assets unshielded by the the trust they create. Even...
by Kimberly Hanlon | Aug 28, 2015 | Estate Planning, Estate Planning for Families, Trusts
Most of us, when we hear the words “trust fund”, we roll our eyes—but should we? Hollywood soap operas have for decades portrayed trust funds as a haven for only the children of the wealthiest families. You’ll be happy to know that the reality is far different from...
by Kimberly Hanlon | Mar 13, 2015 | Trusts
Are you among the growing thousands of Americans leveraging the power of an IRA to save for the future? The last ten years have seen a tremendous increase in both the number of Americans starting IRAs and the amount of money invested in traditional and Roth IRAs on...
by Kimberly Hanlon | Jan 30, 2015 | Cabin Trusts
You may not live there all year ‘round, but your family cabin or lake house has probably become a home away from home. Full of cherished family memories, it has unique value worth above and beyond that of the land it is built on. The vast majority of cabin owners look...
by Kimberly Hanlon | Jan 23, 2015 | Estate Planning, Transferring Real Estate, Trusts
Fire, tornado, earthquake–if you are the owner of real estate, chances are you have already protected yourself against the monetary impact of any natural disaster. However, too many Americans remain unaware of the cost risks of lawsuits and probate court until...
by Kimberly Hanlon | Jan 19, 2015 | Trusts
The unexpected death of Joan Rivers on September 4, 2014 was a shock to us all. Legendary comedienne, she spent her long life bringing laughter to millions of Americans with frequently irreverent roasting of her fellow celebrities (actress Elizabeth Taylor, in...