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Have Estate Plan Checkup before Heading to Warmer Winter

October 27, 2023

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.

Estate Planning

What You Should Know about Inherited IRA

October 25, 2023

Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.

Estate Planning

Estate Plan can Ease Anxiety and Confirm Legacy

October 23, 2023

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.

Estate Planning

Do You Need a ‘Pour-Over’ Will?

October 20, 2023

For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.

Estate Planning

How Should I Plan for a ‘Solo Retirement’?

October 18, 2023

Here are some steps that women can take to ensure they are financially secure during their “solo retirement.”

Estate Planning

Revocable Trusts Make Sense for Retirees

October 16, 2023

If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.

Estate Planning

Do You Need a Will or Trusts or Both?

October 13, 2023

A traditional will could be the simplest but not necessarily the best way to pass on your legacy.

Estate Planning

Three More Reasons to Have an Estate Plan

October 11, 2023

Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.