Incentive Trusts: Setting Guidelines for Your Heirs

Posted on February 27, 2013 by Rachel Wagner

An incentive trust is an estate planning tool that allows the trust grantor to reward heirs for desired behavior. It also allows the grantor to impose appropriate penalties for undesirable Continue Reading →

How to Protect Your Parents

Posted on February 21, 2013 by Rachel Wagner

Senior citizens are routinely targeted by disreputable telemarketers, investment brokers, and charitable agencies, among others. One study estimated the financial losses by victims of elder abuse at $2.9 billion annually.1�Another Continue Reading →

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Month: February 2013

Incentive Trusts: Setting Guidelines for Your Heirs

How to Protect Your Parents