Six Events Which Can Trigger Will Revisions
Creating a Will is not a one-time event. You should review your will periodically, to ensure it is up to date, and make necessary changes if your personal situation, or ...
Common Estate Planning Myths
Estate planning is a powerful tool that among other things, enables you to direct exactly how your assets will be handled upon your death or disability. A well-crafted estate plan ...
Gun Trusts: Targeted Estate Planning
If you have a gun collection, your estate plan may be missing the mark if it fails to include a specially drafted gun trust. The typical estate plan provides for ...
Do Heirs Have to Pay Off Their Loved One’s Debts?
The recent economic recession, and staggering increases in health care costs have left millions of Americans facing incredible losses and mounting debt in their final years. Are you concerned that, ...
Remarried? Protect Your Children with Proper Planning
If you are married for the first time and are working on your estate plan, the decisions about where the assets go are usually easy. Most parents in that situation ...
Should You Withdraw Your Social Security Benefits Early?
You don’t have to be retired to dip into your Social Security benefits which are available to you as early as age 62. But is the early withdrawal worth the ...
Umbrella Insurance: What It Is and Why You Need It
Lawsuits are everywhere. What happens when you are found to be at fault in an accident, and a significant judgment is entered against you? A child dives head-first into the ...
Retirement Accounts and Estate Planning
For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred retirement accounts, such as 401(k) ...
Self-Settled vs. Third-Party Special Needs Trusts
Special needs trusts allow individuals with disabilities to qualify for need-based government assistance while maintaining access to additional assets which can be used to pay for expenses not covered by ...
The “Sandwich Generation’- Taking Care of Your Kids While Taking Care of Your Parents
“The sandwich generation” is the term given to adults who are raising children and simultaneously caring for elderly or infirm parents. Your children are one piece of “bread,” your parents ...