Latest Blog Posts

Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, too.

Posted on: September 28th, 2018
Financial planners take stock of an individual’s fiscal landscape and come up with approaches to maximize his or her overall financial well-being. ...

Will Basics

Posted on: September 26th, 2018
If you don’t take action and execute a valid will, the court will step in and decide who has access to your private family and financial matters and who raises your children. ...

Why Factoring Long-Term Care Into Your Estate Plan Pays Off

Posted on: September 25th, 2018
While only about 19 percent of current U.S. residents will need to reside under long-term care for a period of over three years, that number sharply increases when factoring in nursing home stays of a shorter duration — which will still have a substantial impact on your estate....

Estate Planning: Why Me, Why Now, and Is a Will Enough?

Posted on: September 24th, 2018
You may feel that you are not wealthy enough or not old enough to bother or care. Or you may already have a Will and feel that you are all set on that front. Whatever your current position, consider these common misconceptions about estate planning....

Why would my loved ones need asset protection?

Posted on: September 21st, 2018
Why would my loved ones need asset protection?...

The Perils of Joint Property

Posted on: September 17th, 2018
Joint ownership can cause unintended consequences and complications. And it's worth considering some of these, before deciding that joint ownership is the best way to pass on assets to your heirs....

What is an executor?

Posted on: September 12th, 2018
What is an executor?...

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on: September 11th, 2018
The second best time to plan your estate is right now....

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

Posted on: September 10th, 2018
When it comes to asset division, in most cases, state intestacy law presumes that a family consists of a husband, wife, and their natural-born children. But, that’s not necessarily the way many families are structured, and things can become legally complicated quickly. ...

What is an FLP?

Posted on: September 7th, 2018
What is an FLP?...

Should I put my children's name on my bank account?

Posted on: September 5th, 2018
Should I put my children's name on my bank account?...

How Long Should You Keep Important Documents?

Posted on: September 4th, 2018
In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. ...
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