Alhambra's Bob Williams discusses whether a trust should be your IRA beneficiary rather than an individual.
Someone close to you dies and you are now the executor of the estate. You’ve never been in this position before and if you’re...
Revocable Living Trusts have become a very common estate planning technique. A Trust can replace a Will because it outlines how your assets are...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
Have you made preparations? It’s a question I’ve asked clients more times than I can count, but I was reminded of the significance of...
Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can...
The mention of estate planning usually evokes thoughts of a will or trust. But there are other documents that should always be part of...