Trust Funding: Setting Your Trustee Up for Success For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However,...
Should I add my child’s name to my account? My clients often ask whether or not it is a good idea to add their child name to their accounts. Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are...
