Finding Peace Today
Through Planning for Tomorrow

health care directive

Why Do You Need a Health Care Directive?

A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.

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probate costs

How Do I Contest a Will?

Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.

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mortgage

What Happens to My Mortgage When I Die?

Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.

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RMD

What Happens If I Take a Bigger RMD?

Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.

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