Whether you’ve experienced a marriage, divorce, the birth of a child, or the loss of a loved one, it’s crucial to ensure that your plan aligns with your current circumstances.
One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.
Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.
