For many employees, saving for retirement is usually a matter of simply participating in their...
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in which your beneficiaries -- or those people who...
Can You Bequeath Your Frequent Flyer Miles?
If you’re a frequent airline traveler, one of your estate planning concerns may be what will...
Do your parents have an estate plan?
If you find yourself in the “sandwich generation” (someone who is caring for both your children as...
Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about, and have...
There’s Never A Better Time Than Now to Get Your Affairs in Order
The idea of getting your financial and legal house in order is likely the last thing on your mind...
Your 5 Task Year-End Estate Planning To-Do List
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that...
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective...
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family - assuming they put an...
Passing Along a Benefit, Not a Burden: Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan
Most business owners have their estate planning prepared because they are worried about what will...