A trust is a legal arrangement through which an individual (or an institution, such as a bank or law firm), called a “trustee,” holds legal title to the property for the benefit of another person, called a “beneficiary.” An individual appointing another person as the trustee of a trust is a strong vote of confidenceContinue reading “THE DUTIES AND RESPONSIBILITIES OF A TRUSTEE”
Monthly Archives: February 2021
Navigating an Early and Unexpected Retirement During COVID-19: Pt 3
Due to the COVID-19 pandemic, there are many reasons why people may consider retiring sooner than they planned. Retiring could mean claiming your Social Security or pension benefits or tapping into savings earlier than planned. We will conclude navigating an early and unexpected retirement during Covid-19. Below are some things to consider to help youContinue reading “Navigating an Early and Unexpected Retirement During COVID-19: Pt 3”
Navigating an Early and Unexpected Retirement During COVID-19: Pt 2
Due to the COVID-19 pandemic, there are many reasons why people may consider retiring sooner than they planned. Retiring could mean claiming your Social Security or pension benefits or tapping into savings earlier than planned. We will continue navigating an early and unexpected retirement during COVID-19 part 2 of 3.Below are some things to considerContinue reading “Navigating an Early and Unexpected Retirement During COVID-19: Pt 2”
Navigating an Early and Unexpected Retirement During COVID-19: Pt 1
Due to the COVID-19 pandemic, there are many reasons why people may consider retiring sooner than they planned. Retiring could mean claiming your Social Security or pension benefits or tapping into savings earlier than planned. So we will be Navigating an early and unexpected retirement during COVID-19 in 3 parts. Below are some things toContinue reading “Navigating an Early and Unexpected Retirement During COVID-19: Pt 1”