Oct 31, 2017
Yes! If you own a vacation home, timeshare, investment property, or any other real estate outside of the state where you are domiciled has to be addressed in your estate plan. If anything, this situation makes a trust vital. If you do not adequately plan for...
Oct 24, 2017
You may be really scared about the idea of creating your own estate plan. You have to meet with an attorney and talk about something bad happening to you. Fortunately, the process of creating your estate plan does not need to be like the monster under your bed. In...
Oct 17, 2017
Even though we are becoming increasingly paperless, we still live in a society that documents everything. It is becoming increasingly important to know for how long we should hold on to these documents, whether paper or electronic. Some people through away documents...
Oct 10, 2017
Choosing the guardian for your children is one of the most important and difficult decisions you will have to make as part of your estate plan. You have to trust your nominated guardian as a parent but also financially. IRAs and annuities are some of the more...
Oct 3, 2017
Choosing the annuity that is best for you is important. Of course, you will think it through and work closely with your financial advisor to choose the right one. You may still not know how your annuity fits into your estate plan and what happens to the payments...
