Month: July 2018
When Is It Time to Service Your Estate Plan
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than…
The Perils of Joint Property
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member….
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning….
Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes…
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of…
Money Isn’t Everything in Estate Planning
Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can…
