June 23, 2022 •
Estate Planning 
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Read MoreApril 5, 2022 •
Estate Planning 
Your last will and testament is one of the most important legal documents that you will ever make. It allows you to direct where you want your property, guardianship and debts to go after you die, and allows you to appoint an executor to act out your wishes.
Read MoreNovember 10, 2021 •
Estate Planning 
Inherited assets come with benefits, along with some burdens, so how can I help my children?
Read MoreSeptember 13, 2021 •
Estate Planning ![]()
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreAugust 27, 2021 •
Estate Planning ![]()
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
Read MoreJuly 7, 2021 •
Estate Planning ![]()
Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Read MoreMay 24, 2021 •
Estate Planning ![]()
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
Read MoreJanuary 14, 2021 •
Estate Planning ![]()
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
Read MoreOctober 14, 2020 •
Estate Planning ![]()
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Read MoreAugust 14, 2020 •
Estate Planning ![]()
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
Read More
