No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one...
Retirement Planning for Business Owners
For many employees, saving for retirement is usually a matter of simply participating in their...
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other...
How to Leave Assets to Adult Children
When considering how to leave assets to adult children, the first step is to decide how much each...
High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan
If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your...
Gift Giving the Tax-Free Way
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides...
Planning on Giving Money this Holiday Season? 5 Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life...
5 Reasons to Protect Your Retirement Accounts Now
During your lifetime, your retirement account has good asset protection, but as soon as you pass...
How to Protect Your Child’s Inheritance from His or Her Untrustworthy Spouse
Parents who develop an estate plan often do so to provide for their heirs financially. Many want...
Does My Estate Plan Need to Include My Vacation Property?
Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the...