Do you currently own stock in any cryptocurrency? If so, it’s easy to forget about these funds inside your virtual wallet but they should definitely be included in your estate planning process. If you don’t articulate all of the details surrounding your cryptocurrency, there’s a good chance that the family members who intended to receive […]

Trust Me!  An episode that discusses different types of trust.

Have you ever wondered who is responsible for reviewing your 401(k) plan and ensuring that it is working for you? More than 54 million people across the United States rely on their 401(k) plan as their primary method to save for retirement, but many plan participants don’t know who’s responsible for managing it and how […]

The elderly are exposed to all different types of possible financial fraud, and unfortunately, tax scams are on the rise. Telephone tax scams have become extremely prominent in recent years and despite the fact that there have been featured in the news media and warnings from the federal government, it is tempting to want to […]

If you have a lot of changes to make to a trust document and you have a revocable living trust, you may be curious about the best way to amend it. Many people may be tempted to simply write their changes directly on the trust document and initial it. However, you need to sit down […]

So you’ve already got to the point where you recognize you could benefit from a conversation with an experienced financial advisor. Along with a CPA and an estate planning attorney, a financial advisor can become an important component of your team of trusted professionals.  You’ll want to interview several different options for a financial advisor […]

You already know as a parent of child with special needs that you need to look to the future with care. If you’re no longer able to around to help support a child with special needs, things in your child’s life could become very difficult. It’s natural to want to plan ahead, but you should […]

  If you’ve had a long-term care policy for several decades and have continued to pay the premiums, this is an important component of being able to protect yourself against decimating your savings. However, many people who have long term care policies have reported that these premiums have increased significantly in recent years.  Some people […]

Many older people across the United States have not talked to their adult children about impending retirement plans, which can generate a lot of questions and confusion about what the future holds. A fidelity study conducted in 2016 identified that more than one-third of parents had never talked to their adult children about retiring because […]

Everyone has heard some type of nightmare tale about what has happened to a person’s assets when they weren’t properly included in an estate plan. Often it is the remaining family members left behind after a loved one passes away, left to cope with the problems associated with lack of estate planning or improper estate […]