April 6, 2020 •
Estate Planning ![]()
The rapidly evolving coronavirus (COVID-19) crisis is creating a plethora of unique estate planning and legal challenges across the globe, particularly given the volatility of the financial markets.
Read MoreApril 3, 2020 •
Estate Planning ![]()
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
Read MoreApril 2, 2020 •
Estate Planning ![]()
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
Read MoreApril 1, 2020 •
Estate Planning ![]()
Young adult children sometimes boomerang back to the safety of a parent’s home when money is tight, the going is tough or difficult times loom. Decades later, middle-aged children often become the safety net for their parents. For some aging parents, the right move is into their adult child’s home.
Read MoreMarch 31, 2020 •
Estate Planning ![]()
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
Read MoreMarch 30, 2020 •
Estate Planning ![]()
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
Read MoreMarch 27, 2020 •
Estate Planning ![]()
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.
Read MoreMarch 26, 2020 •
Estate Planning ![]()
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
Read MoreMarch 25, 2020 •
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Raising a child with special needs means extra health, safety and planning challenges that can be more stressful and expensive.
Read MoreMarch 24, 2020 •
Estate Planning ![]()
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
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