Advance Directives are Critical to your Planning
Advance directives typically consist of a living will and a power of attorney for healthcare.
November 7, 2022
Factors to Consider when Picking Trustee
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
November 3, 2022
What Is Upstream Planning?
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
November 2, 2022
Make Sure Beneficiaries Are Selected Properly
Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
November 1, 2022
Frequently Asked Questions about Series I-Bonds
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
October 31, 2022
College Kids Need an Estate Plan
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
October 27, 2022
ILITS are a Common Planning Tool
Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
October 26, 2022
Managing your Inherited Retirement Account
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
October 25, 2022
Creating an Estate Plan with Minor Children
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
October 24, 2022
Include Your Business in Estate Planning
When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
October 19, 2022