Estate Planning

Do I Need an Estate Plan if I Don’t Have Kids or a Spouse?

Jan 19, 2017

People put off estate planning for a variety of reasons. What propels a lot of people into the estat...

Alternatives to Joint Ownership of Property

Jan 09, 2017

Joint ownership of property can take many forms, including joint tenancy of real estate with rights ...

Financial Resolutions for 2017 You Can Actually Keep

Dec 22, 2016

Lose weight. Be neater. Save more money. Sound familiar? Yes, it's the time of year for New Year's r...

Communicating With Your Loved Ones About Your Estate Plan

Dec 15, 2016

If you've made an estate plan, congratulations! You're ahead of many people who have been meaning to...

Understanding the Tax Consequences of Inheriting a Roth IRA

Oct 24, 2016

While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...

Do I Need an Estate Planner? A Financial Planner? Or Both?

Oct 07, 2016

You know you've got to plan for your future: college for the kids, retirement, and security for your...

Estate Planning With Real Estate in Multiple States

Sep 15, 2016

It's not uncommon for people to own real estate in multiple states. A common scenario is an individu...

Choosing an Executor for Your Estate: What to Consider

Aug 29, 2016

You know you should have a will, and you've finally gotten around to making an appointment with an ...

Protecting Your Child’s Inheritance From Divorce

Aug 26, 2016

You love your children more than anything, and you've spent your life working hard to provide for th...

Leaving Money to Minor Children Can Cause Major Problems

Jun 14, 2016

What would happen to your children if anything happened to you? That question strikes fear into the ...