March 25, 2022 •
Estate Planning Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Read MoreNovember 18, 2021 •
Estate Planning That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Read MoreDecember 22, 2020 •
Estate Planning If you get bogged down with a high balance that you can’t easily afford to pay off, it can take years to get out of debt. However, what happens to your credit card debt, if you die before you’ve repaid it?
Read MoreNovember 24, 2020 •
Estate Planning The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
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