What is a Trust

What is a Trust

A trust is a document that specifies how you want your property handled after you pass away.  Setting up a trust allows you to ensure that your beneficiaries responsibly handle their inheritance by setting up guidelines.  In a trust, you have the power to determine...
What are the Most Common Types of Inherited Assets

What are the Most Common Types of Inherited Assets

When a loved one passes away, they typically leave behind an inheritance for their loved ones.  The inheritance can have monetary or sentimental value, or a combination of both. Here is a list of the most common types of inherited assets: Qualified Plans Qualified...