Estate Planning

Minimizing Probate When Setting Up Your Estate

December 18, 2018

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s assets. Probating a “routine” estate valued at $400,000 could…

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Does Your Estate Plan Address End-of-Life Needs?

November 6, 2018

You probably know how important it is to have a written estate plan. Even at its simplest, an estate plan helps the courts and your loved ones determine how you want your legacy and assets distributed. Your estate plan could simply involve a will, or…

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Do You Know Who Your Beneficiaries Are?

October 3, 2018

Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have…

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Including Digital Assets in Your Estate Plan

September 27, 2018

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser…

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3 Questions to Jump-Start Your Business Succession Plan

May 10, 2018

Are you a small-business owner? Do you lack a succession plan? You’re not alone. According to a recent small-business survey from Nationwide, half of respondents…

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Why You Want a Retirement Plan in Writing

March 29, 2018

Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will “wing it,” hope for…

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Having the Right Beneficiary in Place

March 14, 2018

Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.” It is smart to periodically review your beneficiary designations. Your choices may need to change with the times. When did…

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Plan Before You Give: 3 Gifting Strategy Tips

December 6, 2017

Are you thinking about giving some of your assets to friends, family or other loved ones? That could be a wise idea. Gifting can be an effective way to help those who mean the most to you, and it can be a powerful estate planning…

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