5 Reasons to Embrace the Emotional Side of Estate Planning
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some [...]
14
03, 2017
7
03, 2017
How to Build Freedom From Court Interference Into Your Estate Plan
It’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can [...]
3
03, 2017
Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, [...]
3
03, 2017
Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between [...]
3
03, 2017
Trump Delays Rule That Retirement Advisers Put Their Client’s Interests Ahead of Their Own
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent [...]
3
03, 2017
Things to Remember at Tax Time
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting [...]
28
02, 2017
Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your [...]
28
02, 2017
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now [...]
28
02, 2017
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that [...]
28
02, 2017
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing [...]