Beneficiary Designations Usually Take Precedence over Will
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
June 2, 2025
A Well-Planned Strategy ensures Families maximize Financial Aid when planning for College
Securing a child’s education starts with smart financial planning. Avoiding FAFSA mistakes and structuring college savings wisely can maximize financial aid and protect family assets.
March 13, 2025
A Trust Only Works if it is Properly Funded
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
January 9, 2025
Navigating Estate Planning as a Military Family can be Complex
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
December 9, 2024
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
Moving to a New State Impacts Estate Planning
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
January 31, 2022
Evaluate your planning during Divorce
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
December 9, 2021
Managing Financial issues after Death of Spouse
The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences.
August 9, 2021
Protect Assets and maintain Medicaid Eligibility
The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.
June 17, 2021