Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen [...]
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04, 2017
28
03, 2017
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the [...]
28
03, 2017
Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes [...]
21
03, 2017
How You Can Build an Estate Plan that Includes Asset Protection
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But [...]
14
03, 2017
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 [...]
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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 [...]
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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 [...]