What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Planning items to consider in your 50s
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
January 19, 2022
Estate Planning Documents Everyone Needs
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
January 18, 2022
Consider Using a Corporate Trustee
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
January 17, 2022
What are Home Caregiving Options for Parents?
Family caregivers cannot do all things all the time. Recognizing when you need outside help is good for you, and also for your loved one.
January 14, 2022
Ways to Avoid a Succession Fight
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
January 13, 2022
Understanding how a Life Estate works
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
January 12, 2022
Avoid Password Problems in Estate Planning
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
January 11, 2022
Young Adults should have a Will
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
January 10, 2022
Naming Beneficiaries is Vital to Your Planning
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
January 7, 2022