by Credent Wealth Management | Oct 1, 2024
As parents near retirement, they grapple with preparing a legacy, which includes deciding how to allocate assets among their kids. This decision-making may prompt tricky questions about whether to treat children equally and how to handle an unequal inheritance. While...
by Credent Wealth Management | Jul 23, 2024
Approx. Reading Time: 2.5 min. A Special Needs Trust (SNT) is a crucial financial tool designed to benefit individuals who rely on needs-based public assistance. These trusts enable beneficiaries to maintain their eligibility for public benefits while receiving...
by Credent Wealth Management | Jul 9, 2024
Approx. Reading Time: 2 min. With estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. Here’s a closer look at the six most common estate planning mistakes and how you can...
by Credent Wealth Management | Apr 2, 2024
Myths and misinformation around Social Security claiming strategies can cause hardworking Americans to miss out on some of their benefits. Working with an expert is one of the best ways to ensure you have the most accurate information when building your financial...
by Credent Wealth Management | Nov 13, 2023
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 following glossary provides a brief description of various types of trusts. Because trusts are complex, it is...
by Credent Wealth Management | Aug 3, 2023
Receiving an inheritance can carry the weight of loss and the confusion of wondering, “What now?” If you are overwhelmed with what your loved one left behind, here are 5 next steps: 1. Recognize the loss. If you need the space to grieve, take it. Loss is always hard,...
