Estate Planning, Potential Issues with Joint Bank Accounts There are a number of reasons that people create joint bank accounts. Perhaps you and your spouse want to share … September 30, 2017 2 MIN READ
Estate Planning, Trusts Are More Accessible Than You Might Think Once a tool for extremely wealthy individuals trusts have gained in popularity over recent decades. Changes in laws governing trusts … September 18, 2017 2 MIN READ
Asset Protection, Estate Planning, Important Steps to Take After a Loss: Part 2 – Within Six Months In the second part of our series on the topic of things you need to do when a loved one … September 16, 2017 2 MIN READ
Asset Protection, Estate Planning, Important Steps to Take After a Loss: Part 1 – Immediately Death is a challenging subject even more so when we are confronted with it directly. When a loved one dies … September 13, 2017 2 MIN READ
Asset Protection, Estate Planning, 529 College Savings Plans and Estate Planning Today financial planning and estate planning are inherently intertwined in a number of different ways. Comprehensive estate planning requires responsible … September 11, 2017 2 MIN READ
Estate Planning, Estate Planning for Your Pets For many people pets are more than just entertainment. They can easily become part of your family making memories more … September 8, 2017 0 MIN READ
Asset Protection, Do Not Forget Yourself in Your Estate Plan For the most part most of your comprehensive estate planning is aimed at making sure other people are taken care … September 6, 2017 2 MIN READ
Estate Planning, Medicaid and Estate Planning For a long time Medicaid has had the reputation of being a program that provides insurance and other benefits to … September 3, 2017 2 MIN READ
Estate Planning, Tips for Choosing the Right Executor or Trustee Whether you are choosing an executor for your Last Will and Testament or a trustee for a trust you have … August 30, 2017 2 MIN READ