August 19, 2015 FAQs
The simple and unpleasant truth of estate planning is this: few people enjoy spending time contemplating their own mortality. Estate…
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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 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 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…
April 6, 2015 FAQs
Frank Underwood is not a real person. He’s the crooked politician portrayed by Kevin Spacey in the Netflix series “House…
April 3, 2015 FAQs
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…
March 24, 2015 FAQs
Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…
March 16, 2015 FAQs
Whether you want to provide for your family after your death or you just want to ensure that the process…
February 27, 2015 FAQs
Once the basic documents are in place, they should be revisited periodically. If there is a major change in your…