Misappropriation of Trust Funds by Trustee and Other Estate Planning Situations You Should Avoid Like the Plague Estate planning can be complicated and it’s not unusual for disputes to arise. Sometimes, however, estate battles can get truly out of hand. The good news is that there is a lot that can be done to avoid […]
Financial planning
Should I Own Rental Real Estate? What Do I Need to Know?
One of the questions I’m often asked is if a client should buy rental real estate as an investment. As with most investments, the answer is “it depends”. There’s no question that buying and holding real estate can be a great way to accumulate and build wealth over time. Many fortunes have been built using this very […]
How Long Does it Take to Process a QDRO? What is a QDRO? Who Needs a QDRO?
How Long Does it Take to Process a QDRO? What is a QDRO? Who Needs a QDRO? When people divorce, separating finances can get complicated. And if you’re getting divorced and your spouse has a company retirement plan, you will no doubt hear the term “quad dro” or QDRO. What exactly is a QDRO? […]
Investing In Gold – Is Gold A Good Investment? What Aren’t They Telling You?
Actors can be convincing! That’s why gold sellers use veteran actors to look like trusted advisors who pitch gold as a great way to protect your future from inflation, financial collapse, and as a good investment. The pitch sounds compelling. After all, with a cheap money policy and low-interest rates, and a government who seems […]