Estate Planning
Relocating in Retirement? What You Need to Know before You Go
More than 338,000 Americans moved for retirement in 2023, according to a January study from HireAHelper, a moving-services marketplace.
September 26, 2024
Asset Protection
Is It Common for Siblings to Fight Over Inheritance?
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
September 25, 2024
Estate Planning
What’s the Difference between Primary and Contingent Beneficiary?
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
September 24, 2024
Estate Planning
Increase in Estate Planning for Gen-Z
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
September 23, 2024
Elder Law
Only 32% of Americans Have a Will
Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
September 20, 2024
Estate Planning
What Should You Do when a Hospitalized Sibling Is About to Receive an Inheritance?
You may need to petition the courts for guardianship or conservatorship, the terms of which vary from state to state.
September 19, 2024
Estate Planning
How Estate Planning Prepares for Unexpected Medical Events
None of us can predict the future. However, we can make sure that someone is capable of advocating for us if we are suddenly unable to advocate for ourselves due to accident or illness.
September 18, 2024
Estate Planning
The Importance of Estate Planning for Expecting Parents
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
September 17, 2024
Asset Protection
Well-Played: Country Legend Toby Keith’s Legacy Protected for His Family
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
September 16, 2024
Asset Protection
Can You Prepare for the Unexpected in Life?
Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.
September 13, 2024