April 9, 2020 •
Estate Planning ![]()
Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
Read MoreApril 8, 2020 •
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You may have a friend, or two, who has blown a large inheritance. Some of you may have also seen a news story about a lottery winner who went bankrupt (or worse) just a few years after receiving a life-altering sum of money. If you don’t want this to be you, keep reading as we share five tips to make the most of an inheritance or windfall.
Read MoreApril 7, 2020 •
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You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
Read MoreApril 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 •
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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 •
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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 •
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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 •
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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.
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