Estate Planning
Half of Americans Don’t Have a Will
Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.
May 31, 2022
Estate Planning
Special Needs Planning
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 16, 2022
Asset Protection
Is Estate Planning Affected by Property in Two States?
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 29, 2022
Asset Protection
April 25, 2022
Asset Protection
What Should I Know about Finances Before Getting Married Again?
You may want to consider some financial issues before walking down the aisle again.
April 20, 2022
Estate Administration
Should I have a Discretionary Trust in My Estate Plan?
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
April 19, 2022
Estate Planning
How Do I Protect Myself and My Children in a Second Marriage?
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
April 12, 2022
Alzheimer's Disease
What are the Signs of Elder Abuse?
In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever — and thus more vulnerable to being financially victimized.
April 8, 2022
Asset Protection
Is Life insurance a Good Idea?
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
March 31, 2022
Asset Protection
When Can Estate Assets Be Distributed?
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
March 30, 2022