by Martin Tuiran | Mar 20, 2024 | Estate Planning
The question of whether you can include a property that is still being paid for in a living trust is a common inquiry among those considering building a plan for their future and that of their heirs. A living trust, also known as a trust, is a legal instrument that...
by Martin Tuiran | Feb 13, 2024 | Estate Planning, Life Insurance
A frequently asked question when exploring financial planning options is, “How to know if an IUL is well-established?” First, let’s talk about the Indexed Universal Life (IUL), which has gained popularity as an attractive option for those seeking...
by Martín Tuirán | Jan 19, 2024 | Estate Planning, Leadership
Planning your retirement is an investment in your financial future, and when starting this process, we come across various methods that can help us. Today, I want to clarify a common question: Is an IRA a good retirement plan? An IRA (Individual Retirement Account) is...
by Martín Tuirán | Jan 5, 2024 | Estate Planning, Living Trusts
When it comes to organizing an inheritance, one of the main concerns that comes to mind is, “How can I organize my legacy to protect my heirs?” Many times, in an attempt to avoid certain legal situations, a significant mistake is made by transferring...
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