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If you’re getting close to retirement, you’re probably thinking about the ways your life will soon be changing. And one key transition involves your income – instead of being able to count on a regular paycheck, as you’ve done for decades, you’ll now need to put together an income stream on your own. How can you get started?
Read moreBeing asked by a loved one or friend to serve as an executor or trustee for their estate upon their death can be quite an honor, but it’s also a major responsibility – and the role is not for everyone. Serving as an executor or trustee entails a broad array of duties, and you are both ethically and legally required to properly execute those duties or face potential liability.
Read moreLike everyone, you’d like to enjoy a long, healthy, independent life. But the future is unknowable, so it’s a good idea to prepare for a variety of outcomes – including the possible need for long-term care.
Read moreLike most people, you may have several financial goals. But can you reach them all?
Read moreAlthough digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache – or even impossible – for your loved ones following your death or incapacity.
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Kendall County home sales shifted in July, for a total of 76 sales, which is 26 fewer homes sold than this time last year, according to the Multiple Listing Service Report from the San Antonio Board of Realtors.
Read moreIf you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: “Am I contributing enough?” “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?”
Read moreIf you’re extremely busy with your career and family and you’ve accumulated a fair amount of assets, you might be concerned about a variety of issues related to financial management and legacy planning. Specifically, you might think you don’t have the time or expertise to deal with these matters effectively. If this is the case, you might want to consider using a trust company.
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