Act Quickly to Protect an Estate

November 12, 2020

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Do I Have to Accept an Inheritance?

October 2, 2020

No one has to accept inherited assets. Inherited assets can be disclaimed.

Protecting a Digital Legacy

June 16, 2020

The world exists just as much online as it does offline. Failing to recognize that when planning for the end of life can lead to unexpected repercussions for survivors.

Steps to Take When a Loved One Dies

May 29, 2020

When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.

When Names Change, You Should Update Estate Planning Documents?

November 20, 2019

The fact is people’s names often change. People get married and divorced, or sometimes they just legally change their names.

planning for long-term care when mom needs a caregiver

Too Busy for Retirement Planning?

November 6, 2019

Going straight from a busy work life to ‘retired’ can be difficult if you haven’t mapped out your path. Preparing yourself effectively involves both financial and lifestyle choices.

What is the Average American Saving for Retirement?

November 5, 2019

What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’

Two-Thirds of Americans Have No Estate Planning

October 17, 2019

Seventy-seven percent of respondents in a recent survey said estate and legacy strategies were important for everyone, not just wealthy individuals, yet only 24% said they had taken the basic step of designating beneficiaries for all of their accounts.

Do It Yourself Estate Planning Can Lead to Bad Outcomes

October 6, 2019

Thanks to the Internet, everyone has the ability to draft wills, trusts, and a variety of other legal documents. Many documents can be produced for less than $100, requiring only a few mouse clicks and filled-in blanks.

Four Basic Estate Planning Tools

September 5, 2019

It was reported on the news recently that some of Aretha Franklin’s family members have found what they believe to be her will. It was handwritten, stained, and crumpled up in a couch. The courts may or may not choose to honor it, depending on whether or not they are able to verify its authenticity.

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