June 1, 2022
Benefits of Pre-Planning Your Funeral
Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?
May 31, 2022
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
Estate Planning complicated by Property in Two States
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
April 12, 2022