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A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s “grantor” — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust is managed by one or more trustees. Trusts may be revocable or irrevocable and are sometimes included as part of a will.
Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so.
Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this potential concern.
According to Money.com, one in ten Americans has had a Smartphone stolen.
8.3 million private records have been put at risk in 250 separate data breaches this year according to the Identity Theft Resource Center.
Check out www.data.cms.gov to check out your physician services performed and average charges ─ informative data on experience, for insurance charges and charge negotiation out-of-network. Money.com, June 2014
The Consumer Financial Protection Bureau (CFPB) is warning that the percentage of elderly still making mortgage payments has soared by nearly 50%. With a five-fold increase in the rate of delinquent mortgage holders age 65-74, seniors put themselves at risk of losing...
The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world. The report, based on the lessons of the Masters, identifies common risks to...
Q. Why don't you buy only municipal bonds issued by the state of my residence? A. I believe that owning only single state municipal bonds is akin to playing Russian roulette - i.e., by putting all your money on the financial stability of one state. While it might...
In the past, some of you have requested my thoughts about the economy, the markets and specific allocations in your varied portfolios. I am pleased to announce that I have created this, "Your Portfolio" folder, of my Blog (http://wealthguardllc.com/blog/) for this...