My Money – Estate Planning

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Estate Planning

Fundamentals of Estate Planning

Key Takeaways: Estate planning can be difficult to talk about—a 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans...

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Estate Planning

What Is a Revocable Living Trust?

A revocable living trust, or simply a  living trust, is legal entity created to hold ownership of assets generally used to determine how their assets will be handled after they...

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Estate Planning

6 Ways to Prevent Identity Theft When Shopping Online

Retailers do whatever they can to attract online shoppers—free shipping, easy returns, coupons and bargains on things for your favorite foodie or your animal lover. Online shopping days like Cyber...

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Estate Planning

Should You Give the Gift of UGMA or UTMA?

Here’s what grandparents should know before giving college money to their heirs. If you’re a grandparent, you know how hard it is to resist the urge to give your grandchildren...

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Estate Planning

How Your Home Can Help You Save on Taxes

Speak with your tax preparer to find out which of these changes are best for you. Given the state of the housing market, you might think the saying “There’s value...

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