How Does Fee-Based Financial Planning Work?
Financial planners and investment advisors can help put you closer to your financial goals by creating a comprehensive financial plan that includes managing your money, providing investment advice, tax, retirement and estate planning, and many other services.
What Are The Steps in the Financial Planning Process?
Ensuring a secure financial future doesn’t occur by happenstance. It takes cautious planning, usually by an experienced financial planner, and rigorous adherence to predetermined financial goals.
What Is A Realty Trust?
Many different trusts are available that can hold (and transfer) personal and real property.
Does a General Power of Attorney Cover Medical Decisions?
If you’ve taken the time to consider estate planning, you’ve likely run across the concept of power of attorney. A power of attorney (POA) can be helpful in an incapacity strategy. It can also provide transparency in business or financial matters.
Can a Spouse Override a Trust?
Trusts are valuable tools for financial management and estate planning. Trusts come in numerous varieties and serve various purposes. Whether a spouse can override a trust is not a simple question because it depends on the circumstances. So, let's look at some of the variables and how each would influence the answer.
Can a Spouse Override a Will?
When a spouse passes without a will, the spouse’s estate goes through probate. Probate is a state process determining where a deceased’s property will go. This also depends on state laws. There isn’t an easy way to determine where probate assets may go since there are a number of variables that determine the final destination of the property.
