Do you have a plan for what will happen to your assets when you pass away? What about who will be able to make decisions on your behalf if you become unable to do so? These are just a few of the questions you’ll need to answer when you put together your estate plan and […]

People of all ages have the potential to recognize the possible benefits of estate planning but one that is often overlooked is when parents send their new 18-year olds off to college campuses in the fall without completing the appropriate estate planning steps.  A great time to think about estate planning is now as many […]

There have been many commercials and some news stories about people having their homes stolen. The narrative in these stories typically goes that a thief finds the title to your home by locating it online or hacking into it. According to this story, the thief then steals the title, forges documents, and end up owning […]

You probably had no idea about just how many things can go wrong by listing the wrong person or a person who should no longer have this authority on your beneficiary designation forms. There are some best practices that you can implement in your estate planning instead that could minimize the possibility for unfortunate and […]

Every year Caring.com conducts a study to determine where people’s minds are at with regard to estate planning. There are many different questions asked inside this survey that it typically involves more than 2,400 people. But one of the most important is to determine who already has an estate plan in place. For middle-aged Americans […]

There are many complicated facets of estate planning that arise when marrying someone in mid-life. Keeping financial secrets and refusing to share your financial history with your partner could set you both up for problems in the future. Furthermore, a mid-life marriage, including a second or third marriage, requires upfront honesty about both of your […]

Do you have an annuity? Is this a financial tool you created for your own future but is something that was ultimately moved out of your possession/estate and into the management of a trust? Read on to learn more about key issues that emerge with trusts owned by annuities.  If you have placed an annuity […]

Getting divorced late in your marriage, such as several decades in, can create significant complications for a retirement planning. One partner might have saved a lot more than the other with the intention that the savings will be combined later, or the partners might have merged their retirement funds making it difficult to disentangle them […]

The loss of a loved one can be an emotional and overwhelming experience and it can feel very difficult to understand what you need to do to protect your interests and next steps that you need to take. However, there are many important things to contemplate during this difficult time related to your loved one’s […]

It’s very exciting to think about all of the possibilities ahead of you and your family when you have your first child, but in addition to all of the other busy new parent related tasks on your list, making an estate plan should jump to the top of the priorities. Putting off this process before […]