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November 2013 Archives

When it makes sense to establish a trust for an adult child

Thanksgiving is this week. If your children are all grown up, this may be one of the few times each year where the whole family has an excuse to get back together under one roof. Having the family back together might get you thinking about estate planning, because you and your spouse may be planning on leaving money and assets to your adult children.

Illuminating elder-care planning study released

You may be wondering whether it is worth the time and effort to plan for long-term care. You and/or your loved ones may be years and even decades away from being significantly elderly. However, care planning proactively can save you a substantial amount of money overall and can prevent care-related worries before they begin to take hold.

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