Retirement Planning for Business Owners
Many employees save for retirement by participating in their employer’s 401(k) plan and maybe even opening an individual retirement account (IRA) or Roth IRA for additional savings. As a business ...
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they pass away. However, a comprehensive ...
Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out ...
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the ...
Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not ...
Foster Children in an Estate Plan
A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can grow into something deeply personal, ...
Estate Planning Truths: Debunking Common Misconceptions
Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for ...
What to Do After a Loved One Dies
If you have been named the person responsible for settling a deceased loved one’s affairs, commonly called a personal representative (if your loved one had no estate plan or had ...
12 Estate Planning Blunders You Cannot Afford to Make
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, ...
Help! This Probate Is Taking Forever!
After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according to a last will and ...