October 21, 2015 Estate AdministrationEstate Planning
No one likes to talk about death, even though we all know it is inevitable. The tough question that follows…
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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 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 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 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 6, 2015 Estate Planning
Frank Underwood is not a real person. He’s the crooked politician portrayed by Kevin Spacey in the Netflix series “House…
April 3, 2015 Estate Planning
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…
April 2, 2015 Estate AdministrationEstate Planning
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused…
