“Trusts? They’re for rich people.” We often hear this when we start a discussion about the role a trust can play in a family’s overall estate strategy.
One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.
Turn on the television or browse the Internet, and you’ll see there’s no shortage of opinions about what’s next for the economy.
You’re on vacation, you have a little
extra money in your accounts, and you start to think, “this would be a great place to have a vacation home.”