November 19, 2020 •
Estate Planning ![]()
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
Read MoreNovember 17, 2020 •
Estate Planning ![]()
Are you among the millions of workers who have fallen behind on retirement savings?
Read MoreNovember 11, 2020 •
Estate Planning ![]()
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Read MoreOctober 12, 2020 •
Estate Planning ![]()
September is the most common birth month of the year. It's also a good time for new parents to think about the financial side of their parental responsibilities.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreSeptember 16, 2020 •
Estate Planning ![]()
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
Read MoreSeptember 2, 2020 •
Estate Planning ![]()
Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.
Read MoreAugust 28, 2020 •
Estate Planning ![]()
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
Read MoreAugust 18, 2020 •
Estate Planning ![]()
Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
Read MoreAugust 7, 2020 •
Estate Planning ![]()
Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
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