Merit Advisors LLC

VIDEO DROP!!
Watch here: https://youtu.be/46fXmQfXMB4
Imagine you have a house in an irrevocable trust for your kids, but you decide you don't need that much room anymore. What are you supposed to do? Are you allowed to sell the house or, because of the trust, do you just have to live there forever?

In this video, JB walks through what irrevocable trusts could look like and what you may be able to do if you want to make changes within yours. This advice is generalized and we encourage you to work with a financial advisor or attorney on any specific matters involving your trust.

Summer is a great time to take a breath and do some deep diving into what exciting things retirement could hold for you and how planning ahead could make a difference! If you have questions about what a retirement budget could look like, please check out this resource or reach out to us with any questions!

Read more here: https://www.fidelity.com/viewpoints/retirement/retirement-and-budgeting

Thank you to those who show up again and again. To those who care enough to make sacrifices, model behavior, and set us up for the future. You've made more of an impact than you may even know and we wouldn't be where we are today without you. Happy Father's Day!