Estate Planning

Do You Need An Estate Plan?

January 14, 2020

You have an “estate”. It doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die you leave behind an estate. For some, this could be real property, an investment portfolio and more. For others, it could be as…

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Estate Planning After a Second Marriage

October 23, 2019

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned…

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Ask Yourself These 3 Questions to Determine If a Trust Is Right for You

September 25, 2019

Do you have a will that provides instructions about how your assets should be distributed after your death? If so, you’re in the minority. According to a 2019 survey from Merrill Lynch, nearly half of Americans over 55 do not have a will.1 While a…

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Updating Your Estate Plan

August 21, 2019

An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your…

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Will You Avoid These Estate Planning Mistakes?

August 7, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both…

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Incapacitation: A Hidden Estate Planning Risk

July 16, 2019

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate planning can be used to minimize probate costs, manage taxes, and distribute your assets to your loved ones in the…

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3 Affordable Tropical Locations for Your Retirement

June 26, 2019

Summer has finally arrived. It’s time for sunshine, barbecues, and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll…

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Why Do You Need a Will?

January 16, 2019

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen upon their death, so writing a…

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