Know what’s possible—and what’s not A great way to start educating yourself is by watching this training video by family financial and legal expert Ali Katz. This free, one-hour training clarifies
Debt After DeathWhen an individual dies, someone will handle his or her affairs, and this person is known as an executor. The executor can either be someone of the individual’s
01 | WHAT IS A LIVING WILLhow you would want decisions related to your medical care handled in the event you become incapacitated and are unable to make such decisions
TWO TYPES OF TRUSTSThere are two primary types of trusts — revocable living trusts and irrevocable trusts — and each one comes with different tax consequences.REVOCABLE LIVING TRUSTA revocable living