When most people think of a trust, they think of it as something rich people set up for their children. But a trust can have much wider uses than that, serving a range of people. A trust is a legal entity where money, property, or assets belonging to one party (the settlor) is overseen by...
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A reference Trusts are an integral part of estate planning and funding a trust so that it meets the needs of a client’s estate and wealth transfer goals involves a proper and sound strategy. Nearly any type of asset can be used to fund a trust, including stocks, bonds, cash, mutual funds, real estate property,...
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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 die. The person who creates this living trust is called the grantor or the trustmaker and typically also serves as the trustee, meaning they handle...
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Want to buy your first car but don’t know where to start? Follow these tips to set yourself up for success.
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In the market for a used car? Here’s what you need to know while you’re looking.
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Get better gas mileage with the cars that rank the highest for fuel efficiency.
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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 with that advisor. A distribution of assets plan can help ease your anxiety and broach the difficult subject of legacy planning with a trusted financial...
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If you’ve ever wanted a little extra fresh air or sunlight while driving, a sunroof or moonroof can provide both without letting all the weather in. Whether you’re trying to decide if you want to purchase a new vehicle with a sunroof or moonroof or you’d like to have one added to your current car,...
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If you’ve noticed gas, sulfur, sweet, or burning smells coming from your car that you can’t get rid of, it may be time to bring your car to a mechanic for repair. These smells could be a sign of more serious problems with your car’s engine, such as overheating. Here are some types of smells...
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Key Takeaways: You may be wondering how to ensure that you’ll have sufficient funds to live comfortably in retirement—and although there isn’t a one-size-fits-all approach—there are a few well-known tricks to help you make the most of your retirement savings. The 4% rule is a general retirement guideline suggesting that you can safely withdraw funds...
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Homeownership comes with lots of responsibilities, and one of the most expensive is replacing your roof at the end of its life expectancy. But before choosing to replace your roof, there are some things to consider—and you should always consult a professional before making any decisions. How often do roofs need to be replaced? How...
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From a safety and cost standpoint, tire maintenance is one of the most important things you can do for your car. The easiest way to care for your tires is both quick and inexpensive: maintain the correct tire pressure. What is the recommended tire pressure? The recommended pressure for tires varies by the type of...
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Everyone wants to maintain the new-car smell as long as possible. But what do you do when the air turns musty? Here’s a look at 6 common causes of car odors and how you can remove them. How to check for hidden odor sources Play detective and check around the car for anything that could...
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Ever heard someone say their car needs a tune up? What exactly do they mean? What is a car tune up? In years past, cars used to regularly require intricate procedures wherein many engine parts were replaced, adjusted, and tuned. This extensive process was aptly referred to as a “tune up”, but it gradually became...
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What is a business plan? Whether you’re starting a small business or exploring ways to expand an existing one, a business plan is an important tool to help guide your decisions. Think of it as a roadmap to success, providing greater clarity on all aspects of your business, from marketing and finance to operations and...
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