March 19, 2021 •
Estate Planning ![]()
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
Read MoreJanuary 11, 2021 •
Estate Planning ![]()
A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by Covid-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
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 MoreOctober 13, 2020 •
Estate Planning ![]()
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Read MoreSeptember 23, 2020 •
Estate Planning ![]()
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 18, 2020 •
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A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreJuly 8, 2020 •
Estate Planning ![]()
More and more often, estate beneficiaries are retaining their own attorneys to make sure that the executor properly administers the estate.
Read MoreJune 25, 2020 •
Estate Planning ![]()
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
Read MoreJune 9, 2020 •
Estate Planning ![]()
What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.
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