Trishul Patel is a 100% virtual, fee-only financial planner. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
We advise high-performing professionals in search of financial freedom sooner rather than later.
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Once you’ve created your Trust documents, there are three important steps to consider. First, you’ll need to sign and execute your Trust documents. Second, you’ll want to fund your Trust with your most valuable assets. Finally, you’ll want to perform periodic check-ups to ensure that your Trust is up to date.
We might be in the thick of things from many perspectives, and without doubt, disruption to daily life around the planet continues unabated. Given all this, in this post, we’ll cover where we are, how we got here, and where we might go from here.
Now that we’ve explored some key differences between Wills and Trusts, and we’ve covered some important terminology, let’s look into why a Revocable Living Trust might make sense for you.
Finance is often simple concepts and easy math wrapped around complicated lingo and terminology. The same goes for Estate Planing. This post will break down some of the most commonly used terms and phrases that you might encounter as you build and create your Estate Plan.
Wills and Trusts are common terms, but they do not mean the same thing. Each has its own use and purpose, but improperly substituting one for the other can leave your estate in hot water.
Seeking Advice 101 (Part 1) Key Points The financial services industry is broad and varied, so it behooves consumers to have a grounded understanding of…
