Special Needs Planning
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 5, 2022
What Estate Planning Documents are Used to Plan for Incapacity?
One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
May 3, 2022
How to Get Started on an Estate Plan
The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.
May 1, 2022
April 29, 2022
When Should I Think About Business Succession?
A common and often costly mistake when it comes to business succession planning is not starting the process early enough.
April 27, 2022
How Should I Use Deceased Spouse’s Life Insurance?
There are many options, but the best use of the money is different for each widow and her unique circumstances.
April 26, 2022
Do I Need a Living Trust?
If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.
April 22, 2022
Organize Your Important Papers and Get Personal and Financial Affairs in Order
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
April 20, 2022
Can Playing Golf Lower Risk of Dementia?
Japanese study found older male golfers were 37% less likely to get dementia.
April 19, 2022
Protecting the Family Vacation Home with an LLC
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