Steven Peck
Why Is a Revocable Trust so Valuable in Estate Planning?
There’s quite a bit that a trust can do to solve big estate planning and tax problems for many families.
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Blog
Steven Peck
Bored in Retirement? Find Your Essential Self, For Starters
More than a few people enjoy their first few months of retirement and then find themselves unbelievably bored.
Steven Peck
Does Anyone Really Need a Trust?
The simplest definition of a trust is a three-party fiduciary relationship between the person who created the
Steven Peck
How Can I Goof up My Estate Plan?
There are several critical errors you can make that will render an estate plan invalid. Many of these can be easily avoided, by examining your plan periodically and keeping it up to date.
Steven Peck
How Do I Include My Pet in My Estate Plan?
A recent survey of pet owners showed that nearly half (44%) of pet owners have prepared for the future
Steven Peck
What Do I Do with An Inherited IRA?
Investopedia’s article, “What to Do With Your Inherited IRA,” looks at the differences between a traditional
Learning from Scams that Target Older Americans
If it feels as if you are under attack by con artists every time you turn around, you might be correct.