Posts with the category ‘Estate Planning’


Trust Basics

By Broadridge Investor Communication Solutions, Inc. Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust requires the services of an experienced attorney, mastering the basics isn’t hard. What is a trust? A trust is… Read More


Estate Planning: An Introduction

Estate Planning: An Introduction   Prepared by Broadridge Investor Communication Solutions, Inc.,   By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs…. Read More


Estate Planning Is Important for People Without Children

By Debbie Carlson Fifty-six percent of Americans say they do not have a will. A 2016 Gallup survey said a majority of Americans haven’t designated how their estate should be divided after their death. For people who have children, state laws generally designate belongings to go to a spouse or kids if there’s no will, says Patrick Simasko of Simasko Law, an attorney who specializes in elder law and estate planning in Mount Clemens, Michigan. Read the full article here:… Read More


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