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December 2015 Archives

The versatility of irrevocable trusts

Some may assume that, because an irrevocable life trust generally can't be changed once it has been set up, such trusts are fairly limited in their uses. However, irrevocable trusts are actually a fairly versatile estate planning device.

Survey: many underestimate retirement costs

It is common for people to give a fair amount of thought to what their retirement will be like, such as what sorts of things they will do during their retirement. It is also important for a person to give careful thought to what sorts of expenses they would likely face in retirement.

Do millennials view charitable giving differently?

One desire many people have is a desire to help the world be a better place. There are many different ways individuals go about trying to achieve these sorts of altruistic goals. One such way is giving money to charities that they feel are making a positive difference in the world.


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