Join date: Sep 13, 2018
Nov 18, 2021 ∙ 1 min
NO KIDS AND NO CLEAR HEIRSHIPS
We recently came across a client that didn’t have children and their Will calls for giving assets to heirs. The problem is that we don’t...
Oct 14, 2021 ∙ 2 min
Can you Name a Trust as Beneficiary of a Retirement Account?
One of the classic investing techniques was to keep retirement accounts growing tax free as long as possible. The longer you deferred...