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...
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks....
Did you or a loved one make any of these five critical estate planning mistakes?
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the...
3 Reasons You Want to Avoid Probate
When you pass away, your family may need to visit a probate court in order to claim their...
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving...
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...
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...