Being single again is a shock for most widows and widowers; it changes everything, including... [Read more...]
Want to Name Grandma as Your Beneficiary?
If Grandma raised you, you help to support her, or you just want to honor... [Read more...]
Life Insurance Trust: The Insured’s Duties
Life insurance trusts are used to get the cash value and proceeds of one or... [Read more...]
Do I Qualify for a Roth IRA?
There are two qualifications that must be met to fund a Roth IRA. The first... [Read more...]
Estate Tax: Changes In The Offing
Understanding where you are in relationship to the existing estate tax parameters is one of... [Read more...]
Advance Directives Are Key Component
Without question, you have financial matters to consider when you are devising a plan for... [Read more...]
Social Security: When Are You Eligible?
If you are like most people Social Security will provide a significant percentage of your... [Read more...]
Estate Plans and Living Abroad
Having an estate plan is important, no matter what your age or where you live.... [Read more...]
Making A Unique Difference With Your Estate Plan
On a fundamental level estate planning involves preparing your material assets for distribution to your... [Read more...]
Time For Annual Estate Plan Review
A new year is upon us, which means it is time to start to think... [Read more...]
Guardianship, Conservatorship & Control
The rudimentary purpose of estate planning from a financial standpoint is to take control and... [Read more...]
Planning Beyond Retirement
Depending on your intentions, financial planning and estate planning can go hand in hand, and... [Read more...]
