Month: November 2019
How is a corporate trustee different?
In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of…
How to Align Insurance with Your Estate Plan
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your…
Giving Thanks With Your Estate Plan
Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as…
Is now the time to remodel your old trust?
There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
What to do with the family heirlooms and keepsakes
When most people think of estate planning, they think of assets that include money, real estate, and personal property. But, included in…
Missed a Required Minimum Distribution?: Here Is How to Fix It
The retirement years are supposed to be carefree—but what if you neglected to take the required minimum distribution (RMD) from one or…
Murphy’s Law and Estate Planning
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has…
Is a delayed inheritance really an enhanced inheritance?
Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular…
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…
