July 14, 2019
Executing “Financial Powers of Attorney”: Wh...
The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the...
Category: Estate Planning
July 8, 2018
Retirement Planning for Business Owners
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA...
June 17, 2018
WHY ONLINE, “COOKIE-CUTTER” OR “CUT-AND-PASTE...
Penny Wise and Pound Foolish In all but the simplest scenarios, do-it-yourself estate planning is risky and can become a costly substitute for...
March 12, 2018
How You Can Build an Estate Plan that Include...
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg....
October 13, 2017
Inheriting Money at a Young Age is Never a Go...
Whitney Houston’s estate was worth approximately $20 million when she died – plenty to meet the needs of her only daughter – Bobbi Kristina....
September 6, 2017
Life Insurance and Estate Planning: Protectin...
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will...
July 12, 2017
The Perils of Joint Property
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is...
July 12, 2017
The Difference between Lifetime and Deathtime...
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get...
March 29, 2017
Money Isn’t Everything in Estate Planning
How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but...