Preparing Your Finances For End of the Year
Can you believe it’s nearly winter? Before you know it, the holiday season will be over.
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Eating the Estate Planning Elephant… One Bite at a Time, Part II
You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…
Eating the Estate Planning Elephant… One Bite at a Time, Part I
No one wants to look at it, no one even wants to think about it, yet there it looms —…
How to Plan Your Estate as a Cohabitating Couple
Estate planning can seem like a long, uphill battle to a land that is optimistically distant. No one likes to…
Will Power
According to a recent report, only 42% of American’s have estate planning documents, such as a will or living trust.1…
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Put it in a letter
Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision…
When heirs are imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tips for Finding Care for Your Special-Needs Child
How do you find care for your special-needs child? The need to care for special-needs children may continue into their…
Problems with Probate
Many people have heard they should avoid probate, but few understand what probate is and how the process works. What…
Asset Allocation
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell…
What is an Annuity?
Individuals hold more than $2.0 trillion in annuity contracts; a tidy sum considering an estimated $7.4 trillion is held in…