Estate Planning Advice If You Plan on Relocating After moving between states many people are overwhelmed and overlook critical estate planning steps. This can lead to undesirable estate … January 9, 2021 2 MIN READ
4 Tips on Adding Powers of Appointment to Your Estate Plan A power of appointment allows a person engaged in estate planning to direct where interest in an estate or trust … December 26, 2020 2 MIN READ
3 Invaluable Estate Planning Trusts You Should Consider Trusts are a nuanced part of estate planning and can make sure that assets are passed on to your loved … December 13, 2020 2 MIN READ
Four COVID-19 Scams To Avoid Difficult times bring out the extremes in people. While the news is full of stories about altruism during the COVID-19 … December 13, 2020 2 MIN READ
3 Things to Remember About Passing Assets to a Financially Irresponsible Beneficiary Sometimes creating an estate plan means more than just simply designating who will receive your assets. Instead it sometimes becomes … December 9, 2020 2 MIN READ
What’s the Difference Between Power of Attorney and a Guardianship? The field of estate planning involves various types of documents. While some of these documents have long-recognized roles people have … November 25, 2020 2 MIN READ
Divorcees You Could Be Owed Extra Social Security benefits? The general consensus is that Social Security replaces around 40% of your pre-retirement income. The reality is that half of … April 18, 2020 2 MIN READ
An Army of Volunteer Helpers Many of you may recall when President John F. Kennedy founded the Peace Corps in 1961 and may have even … November 24, 2019 2 MIN READ
Consumer Financial Protection Bureau Guide on Managing Elder Financial Affairs The Consumer Financial Protection Bureau (CFPB) recently released a set of helpful guides to help individuals manage the financial affairs … December 24, 2018 2 MIN READ
