While your individual retirement plan and goals will be unique to your income, family situation and desired lifestyle, most Americans share a number of common retirement milestones.
While your child will now be a legal adult, you still have essential parental duties If you don’t support your child to step into adulthood with legal documents to help both of you, it can be challenging and costly for you to help them in the event of an emergency.
With all of the media about “digital wills” and “online estate planning,” it could be tempting to think you can do your estate planning yourself, online. Maybe you can, but if you do you need to know the potential pitfalls. […]
A last will and testament can ensure your wishes are respected when you die, but if your will isn’t legally valid, those wishes might not actually be carried out. Instead, the laws of “intestate succession” would apply, meaning that the […]
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A […]
Your estate plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and the law. No matter who you are, your life will inevitably change. Families change, laws change, assets change, and goals […]
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with […]
A study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips on […]
If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over […]
Taking steps to avoid probate are critical to ensure that your estate and assets pass to the right people in the right way. Don’t allow attorneys and courts to determine the outcome of your estate and family! Watch below to […]
