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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August 17, 2015 Estate Planning
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 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 27, 2015 Estate Planning
Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….
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 21, 2015 Estate Planning
“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says…
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…
