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…

Planning for your retirement is a crucial financial step, and individual retirement accounts (IRAs) are a popular choice for many. However, to safeguard your assets and ensure a smooth transfer…

In the realm of estate planning and philanthropy, charitable lead trusts (CLTs) stand out as a unique tool for achieving philanthropic goals while offering potential financial benefits. Understanding how these…

In the intricate landscape of business operations and asset management, trusts play a pivotal role that can significantly impact the way businesses operate and secure their assets. But what are…

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…

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 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…

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)…

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…