Category Archives: build wealth

How Do I Know Which Type of Trust I Need?

A trust is a powerful estate-planning tool for seamlessly transferring wealth to beneficiaries, avoiding probate and minimizing estate taxes.  With a trust, you can protect your legacy and closely manage fund distribution.  Different types of trusts suit different purposes, and the right trust for you depends on your situation, beneficiaries and the level of flexibility…Read More→

Looking to Build Wealth? Start with a Budget—Here’s Why

 Nearly one in three Americans have less than $500 set aside to cover unexpected emergencies, according to a survey byHomeServe. This isn’t necessarily because we are neglectful; for many of us building up our savings can be a challenge. Our paycheck comes in, we pay our bills, we buy gas and groceries, we may go…Read More→