August 20, 2015 Estate Planning
Having a trust sounds like something that only wealthy people need, but trusts are useful estate planning tools for regular…
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April 30, 2015 Estate Planning
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had…
April 22, 2015 Estate Planning
“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…
April 20, 2015 Estate Planning
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes…
April 17, 2015 Estate Planning
Empire is based on fictitious music company called Empire Enterprises. Lead character Lucious Lyon (played by actor Terrence Howard) is…
April 16, 2015 BusinessEstate Planning
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….
April 15, 2015 Estate AdministrationEstate Planning
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…
April 10, 2015 Estate Planning
“I’m a caregiving expert, with more than 30 years of experience in the field of aging, so you’d think I’d…
April 9, 2015 Estate Planning
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…
April 3, 2015 Estate Planning
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…
March 24, 2015 Estate AdministrationEstate Planning
Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…
March 3, 2015 Estate Planning
Failure to do so — or to alert all relevant parties to the changes — could result in certain assets…