When Life Insurance becomes Taxable

While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.

August 22, 2023

Checklist Helps Put Affairs in Order

No one ever plans to be sick or disabled. However, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure that your wishes are honored and ease the burden on your loved ones.

August 15, 2023

Important to Evaluate your Planning before a Second Marriage

If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.

August 7, 2023

Costly Social Security Mistakes to Avoid

Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.

August 2, 2023

Deeding your House to your Child can Backfire

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!

July 3, 2023

Lack of Will can be Devastating for families

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

June 6, 2023

Managing Debt after Death can be a Challenge for Heirs

First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.

May 24, 2023