November 15, 2023 •
Estate Planning You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away?
Read MoreAugust 8, 2022 •
Estate Planning I’m looking for guidance on where to start with planning, in case something happens to me or my spouse.
Read MoreNovember 23, 2021 •
Estate Planning About 1.5 million Americans become widows and widowers in a normal year, but the pandemic has boosted that significantly. The National Center for Family and Marriage Research at Bowling Green State University estimates that about 380,000 of more than 700,000 people in the U.S. who have died from Covid were married.
Read MoreNovember 11, 2021 •
Estate Planning Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
Read MoreNovember 10, 2021 •
Estate Planning On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
Read MoreOctober 15, 2021 •
Estate Planning Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreOctober 14, 2021 •
Estate Planning Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
Read MoreOctober 13, 2021 •
Estate Planning For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
Read MoreOctober 12, 2021 •
Estate Planning If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
Read MoreOctober 12, 2021 •
Estate Planning Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
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