Millennial Wealth Management and Estate Planning
The popular press has a lot to say about Millennials—a loosely defined classification including those who are currently in their [...]
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10, 2017
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09, 2017
DIY Will Pitfalls
You’ve undoubtedly heard that it’s important for all adults to have a will or other legal plan for passing assets [...]
27
09, 2017
Pay Attention to the Small Details When Dealing with Long-Term Care Insurers
A long-term care insurance company recently cancelled the insurance coverage of an elderly woman who accidentally wrote the wrong amount [...]
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09, 2017
How Does an IRA Fit Into Your Estate Plan?
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? [...]
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09, 2017
Tips for Choosing a Trustee
Trusts can be a powerful tool for protecting assets, passing property to loved ones after your death, or providing for [...]
19
09, 2017
New Baby? Time to Create Your Estate Plan
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be [...]
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09, 2017
Preparing to Meet with an Estate Planning Attorney
Creating a comprehensive estate plan requires a thorough assessment of your holdings, your family structure and the people you want [...]
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09, 2017
Single and Childless? You Still Need a Will
Most American adults don’t have wills. Reasons vary, including procrastination, believing they’re too young to need a will, not thinking [...]
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09, 2017
How A Living Trust Helps Your Family
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone [...]
11
09, 2017
The Young Parents’ Legal / Financial Planning Checklist
In an increasingly complex and costly world, there’s more to taking care of a young child than changing diapers, walking [...]