Myths We Tell Ourselves About Estate Planning
Estate planning can be a very difficult process. Making the decision to move forward with the planning requires us to face the fact that we will not live forever. This ...
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care ...
Planning for Stepchildren and Step-Grandchildren
The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, ...
Ethical Wills: Passing on Your Wisdom and Experience to the Next Generation
Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share ...
Missed a Required Minimum Distribution? Here’s 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 more of your retirement accounts or took a ...
Identity Theft: Not Just an Issue for the Living
Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity thieves have increasingly targeted the identities of ...
It’s Planning Season
For each season, there is planning that you must do. In order to be successful, this planning must be done thoughtfully and in advance. To properly plan for the next ...
Adopt-a-Dog Month: Love Them Today and Love Them Tomorrow with a Pet Trust
There are 3.3 million dogs housed in animal shelters each year. You can celebrate Adopt-a-Dog Month this October by adopting a homeless dog, providing it with a home, and gaining ...
Can I Refuse an Inheritance?
Why would anyone want to refuse an inheritance? Although it is surprising to many, there are several circumstances when declining an inheritance can be beneficial. The law does permit you ...
Funeral Planning: How Memorial Instruction Can Help
No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. ...