Author: Jaclyn Ford-Grella

Family trusts can be a powerful tool for managing and distributing assets, but like any financial strategy, they come with their own set of advantages and disadvantages. In this comprehensive…

Trusts are a fundamental component of modern financial planning, offering a unique blend of flexibility, security, and control over assets. Knowing about trusts is crucial for individuals, families, business owners,…

Selecting the right self-directed IRA custodian is a critical decision when planning for your financial future. A reliable custodian can ensure the smooth management of your self-directed individual retirement account…

Investing in real estate through a self-directed Individual Retirement Account (IRA) can be a lucrative strategy, but it comes with its own set of rules and considerations. In this comprehensive…

Developing tax-saving strategies often require thinking outside the box. One such avenue, especially for those in their golden years, is making charitable donations directly from their Individual Retirement Accounts (IRA)…

In the treacherous waters of financial management, an asset protection trust emerges as a sturdy vessel, steering clear of the jagged rocks of financial vulnerabilities and legal challenges. It is…

Choosing to name a trust as a beneficiary for your Individual Retirement Account (IRA) is an important decision with several benefits. It's a way to ensure that the money you've…

In the realm of retirement planning, one term has been gaining popularity among savvy investors: the self-directed Roth IRA. This unique retirement account offers more control and investment flexibility compared…

A charitable trust might sound fancy, but it's a way to give to good causes, like helping animals, schools, or hospitals, after you're gone. It's a promise that some of your money…

A self-directed IRA is a retirement account that differs from other IRAs by letting you make the investment decisions. It lets you include a broader range of investments, like real…