August 15, 2022 •
Estate Planning Life insurance is designed to protect your loved ones’ financial security if you pass away.
Read MoreAugust 12, 2022 •
Estate Planning Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Read MoreJuly 26, 2022 •
Estate Planning An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
Read MoreJune 30, 2022 •
Estate Planning Choosing a beneficiary can be very simple, yet very important in any account that requires it.
Read MoreMay 30, 2022 •
Estate Planning An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
Read MoreMay 23, 2022 •
Estate Planning A power of attorney is an estate planning legal document signed by a person, referred to as the “principal,” who grants all or part of their decision-making power to another person, who is known as the “agent.” Power of attorney laws vary by state, making it crucial to work with an estate planning attorney who is experienced in the law of the principal’s state of residence.
Read MoreApril 25, 2022 •
Estate Planning There are many options, but the best use of the money is different for each widow and her unique circumstances.
Read MoreMarch 31, 2022 •
Estate Planning Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Read MoreMarch 16, 2022 •
Estate Planning According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Read MoreMarch 9, 2022 •
Estate Planning Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
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