Trusts – Lodestar Financial Planning

Budgeting

Start The Year On The Right Foot

The beginning of a new year is the perfect time for us to talk about the various factors that can influence your planning. For example,

Skip Fleming, CFP® January 21, 2022

trust options

Estate Planning

A Menu of 8 Important Trust Options

A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The

David Fulton June 8, 2021

Estate Planning

Estate Planning

12 Estate Planning Absolute Must-Dos

When was the last time you had your Estate Plan reviewed? Many of you already have estate documents, probably executed many years ago. We strongly

Skip Fleming, CFP® June 8, 2021

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2020 Important Tax Numbers

real financial planning

The Value of Real Financial Planning

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