Shocking to most people, the retirement account you leave for your spouse can be seized in a...
Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money...
New Baby? Time to Create Your Estate Plan
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The...
Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds
If you are recently married or have been married and are acquiring additional assets, know that...
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is a good thing. However, many of...
What Estate Planning Awareness Means For You
The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate...
5 Steps for Coordinating Plans Across Generations
Intergenerational estate planning is important. This type of planning is about more than just...
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect...
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically...
How Your Trust Can Help a Loved One Who Struggles with Addiction
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of...