Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Planning for Long Term Care Is Important
What types of decisions have you and your loved ones made, or avoided making, about planning for the years ahead?
September 15, 2022
How Do Inherited IRAs Work?
When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person’s loved ones through an inherited IRA.
September 14, 2022
Estate Planning is critical for Blended Families
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
September 13, 2022
Business Owners need an Exit Strategy
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
September 12, 2022
Important to consider Long-Term Care Insurance
Political instability, rampant inflation and the specter of recession are looming threats to our clients’ financial future, which directly impacts their ability to take care of themselves at a point in their lives when they are likely to need care or other age-related services.
September 8, 2022
The Risks of Creating Your Own Estate Plan
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
September 7, 2022
Avoid naming Estate as an IRA Beneficiary
It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.
September 6, 2022
Spotting early Dementia Symptoms is Critical
Certain habits can signal cognitive impairment.
September 1, 2022
Key Documents Every College Kid Needs
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
August 31, 2022