If you are a charitable gifter, over the age of 70 ½, and own an... [Read more...]
What You May Not Know about Life Insurance and Estate Taxes
Chances are good that you own one or more life insurance policies. Whether you purchased... [Read more...]
How to Fund Your Funeral
Over half of all Americans do not have an estate plan. People give numerous excuses... [Read more...]
Could You Be Rich and Not Know It?
Billions of dollars are just waiting to be claimed by people all across the country... [Read more...]
How to Create a Pet Plan
Whether you consider a dog, a cat, a bird, or a snake to be your... [Read more...]
What If I Don’t Want My Inheritance?
It may seem counter-intuitive to ask what to do if you don’t want your inheritance,... [Read more...]
Where You Retire Makes a Difference
For some people, retirement means being able to wake up and walk out to the... [Read more...]
Deciding Whom to Appoint as Guardian in Your Will
Deciding who will get which assets when you die is clearly an important aspect of... [Read more...]
Veteran’s Aid and Attendance Benefits May Include Look-Back Period in Future
For those who are unfamiliar with the Veteran’s Aid and Attendance, or VAA, program, it... [Read more...]
Estate Planning Tips for the Wealthy
Whether you have a modest estate or a multi-million dollar estate you have a need... [Read more...]
Things to Consider before Creating an Estate Plan for a Second Marriage
If you are planning a second marriage, you likely have many things on your mind.... [Read more...]
Expectations for Your First Estate Planning Appointment
So you have finally made that appointment with an estate planning attorney, or have made... [Read more...]
