Sep 26, 2017
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? What happens depends on a lot of factors, like how you set up your estate plan, who you choose as beneficiaries, and many other factors. If you do not...
Sep 19, 2017
For many, estate planning is almost always on the back burner. The reasons why are different: not enough time, feeling you are “too poor,” too busy with other life goals, not wanting to think about something bad happening to you, or many other reasons. ...
Sep 12, 2017
An estate plan has several documents, each with their own purpose. One such document is a revocable living trust. There are many reasons why a family may choose to use a trust as part of their estate plan, such as privacy or controlling distributions over time. The...
Sep 5, 2017
If you are engaged and about to get married, or you recently got married, you may not realize it, but now is the perfect time to create your estate plan. You are probably already talking about how to organize your assets, whether separate or joint. You are also...
Aug 29, 2017
You may still be recovering from letting your child go to college. Your feelings were surely a mix of pride, fear, and concern. Your child is no longer living at home and is out on their own, free of your rules but also your positive daily influence and advice. You...
