As part of your overall retirement plan, you’re probably counting on your Social Security benefits. But what happens if you miscalculate and end up taking the benefits too early? Couldn’t this short term boost help you if you’ve falling short in other retirement vehicles? A new study from United Income says that a couple electing […]

In your estate, a fiduciary has important legal responsibilities that must be addressed with the utmost level of care. Finding the right fiduciary is extremely important for protecting your interests and wishes.  A fiduciary has to provide the highest level and standard of care, not just because this is required by the law, but because […]

  A family business is something that goes far beyond a profit-generating venture. For you and your loved ones, it’s a source of pride and family connection. Which is why it’s important to make sure that proper succession planning has been incorporated in your long-term view of the company.  Did you know that there are […]

Not all lawyers are created equal, and finding someone to help you with your needs or individual case requires doing a little digging into the lawyer’s experience and past. All attorneys have a responsibility to provide competent client representation. This means thoroughness, legal skill, and the preparation and research involved in connecting a client’s needs […]

Any company with whom you have an online account probably has their own rules about how you can or can’t close or transfer on your account after you pass away. However, you might also wish to back up your plans for such a site in your own estate planning documents, too. How you list these […]

When deciding what to pass on to your loved ones and heirs, proper titling is key to your wishes being followed in the manner you intend. Remember that some assets fall outside what is accomplished in probate, such as your life insurance policy. Regardless of what you state in your will, those wishes are overridden […]

Planning for your own future is one component of setting up your retirement plans. But have you also thought about how the assets you own will be passed on to future generations? Retirement is a two-way street.  According to a new study shared on CNBC.com, around 100 million Americans are currently covered by defined contribution […]

If you’re already thinking about your healthcare expenses, you’re one step ahead of most people. But how do you know what’s enough to save, when you should invest in LTC insurance, and how to truly prepare for your LTC expenses? It becomes all to easily to push this topic off entirely, but you can’t afford […]

There are many different secrets for millionaires, but one of the biggest is that they manage their money and their mindset about money differently from other people. Even if you’re not quite a millionaire yet, adopting a healthy mindset and orienting your financial and estate planning around it can have ripple effects in your life. […]

Are you ready for retirement and beyond? People are living longer than ever these days, and that means you need a plan to help yourself or to enable loved ones to step in for action if you are unable to make decisions yourself. A trust is one of the most critical documents in an elder […]