October 21, 2015 FAQs
No one likes to talk about death, even though we all know it is inevitable. The tough question that follows…
Read More
August 20, 2015 FAQs
Having a trust sounds like something that only wealthy people need, but trusts are useful estate planning tools for regular…
August 17, 2015 FAQs
Laws that govern wills, trusts and estates can be complex for wills leaving do-it-yourself projects potentially lacking in substance and…
April 30, 2015 FAQs
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had…
April 28, 2015 FAQs
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and…
April 27, 2015 FAQs
Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….
April 22, 2015 FAQs
“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…
April 21, 2015 FAQs
“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says…
April 20, 2015 FAQs
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes…
April 16, 2015 FAQs
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….
April 15, 2015 FAQs
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…
April 9, 2015 FAQs
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…
