While everyone is celebrating during this holiday season, the manner of these celebrations can...
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...
Consider “Micro” Estate Planning
You are probably familiar with the idea and benefits of traditional estate planning: eliminating...
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...
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,...
Protecting Your Children’s Inheritance When You are Divorced
Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable...
Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign
Whether you are in your first marriage or have remarried after a divorce, blended families are a...
What To Do When a Disability Throws Your Estate Plan Into Chaos
As poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.”...
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to...
The One Thing Every New Grandparent MUST Do As Soon as Possible
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes...