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Estate Planning…A must whether you have a little or a lot!
While everyone is celebrating during this holiday season, the manner of these celebrations can vary based on differing family...
Are Payable-On-Death Accounts Right For You?
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the...
Consider “Micro” Estate Planning
You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate fees, lowering tax...
Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?)
The news of the unexpected death of music legend Prince, age 57, shocked the world and touched off stirring tributes from the likes...
Murphy’s Law and Estate Planning
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy....
Protecting Your Children’s Inheritance When You are Divorced
Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at...