Estate Planning

When to Adopt an Adult as an Estate Planning Strategy

For many, the idea of legally adopting another adult sounds like an odd concept.  Under what circumstances could something like that actually make sense?  In reality, there are a variety…

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Estate Planning Basics: How to Prepare When Meeting with an Estate Planner

One of the most important, and most dreaded, steps in getting your financial house in order is establishing an estate plan and understanding estate planning basics. It’s common to want…

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Estate Planning Tip: Creditor Protection for IRAs & Beneficiaries

Investors should know how their assets can be better protected in the event of bankruptcy or lawsuits. Thankfully, the Supreme Court has helped clear up this issue in recent years. Individual…

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Three things you need besides a will – and why you need a will too!

At Glassman Wealth Services, we advise our clients on a broad range of financial issues, as well as managing their investments. We think it’s just as important because clients make…

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