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So You Want to Be Your Own Trustee: Or Nobody Told Me This Before
Some years ago while I was still active in my financial planning business I had a client share with my other clients what it had been like to act as the trustee of his own trust after the death of his...
Living with the Realities of Your Estate Planning Documents
INTRODUCTION: The following material is taken from a booklet I prepared for Petra Financial Advisors, Inc in 2002. It is copyrighted by Petra and you can get a nicely printed booklet from them that...
New LIfespan Realities
NEW LIFESPAN REALITIES by Carol Anderson, M.S.[1]Â As we navigate life in the 21st century, the trend that will have the most profound effect on the future of our society (and other industrialized so...
Forces That Shape Your Future
Forces that Shape Your Future by Ed Morrow CLU,ChFC,CFP(r),CEP,RFC(r) Four massive forces that you cannot change are now shaping your future. They are solidly in place and they will not go away. Â...
Choosing the Long Term Care Policy That Is Right For You
CHOOSING THE LONG TERM CARE POLICY THAT IS RIGHT FOR YOUÂ Â Â As you approach retirement and, perhaps, for awhile afterwards you will be solicited by insurance agents about buying long term care ins...
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