How Divorcing over Fifty effects Estate Planning

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.

May 23, 2022

Best Uses of Life Insurance Benefits

There are many options, but the best use of the money is different for each widow and her unique circumstances.

May 5, 2022

Maximize the Benefits of a Trust Fund

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.

April 21, 2022

There are the New IRA Distribution Rules

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).

April 20, 2022

Several Ways to Avoid Probate

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.

April 19, 2022

Keeping the Vacation Home for Generations

These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.

April 18, 2022

Things You should Leave Out of a Will

Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.

April 14, 2022