Trusts can be a solution to many problems but they can also be misused. Learn what these costly missteps are and how they can be avoided here.
Kiplinger Article: When Do Living Trusts Make Sense?Read More
CNBC Article: Financial Considerations to Keep in Mind Before Remarrying
Learn why it’s important to look at the financial pasts and presents of both individuals. You may not know that social security, retirement funds, health care, and estate planning can all be affected by a remarriage. Read the article here.
CNBC Article: Financial Considerations to Keep in Mind Before RemarryingRead More
Kiplinger Article: How To Protect Your Estate
If these past few years of the pandemic have taught us anything it is that planning is essential. Read this article checklist to ensure that your plans are in order. To learn about where to keep your estate planning documents to ensure they are safe read my blog here.
Forbes Article: Protecting Your Inheritance From Your Spouse
It’s not surprising that divorce rates spiked during the pandemic. If you are considering whether or not to stay in your relationship, it is important to consider how you can protect your inheritance. Read here to learn more.
Forbes Article: Protecting Your Inheritance From Your SpouseRead More
Yahoo Article: When Should You Open a Bank Account for Your Kids?
You might wonder when the appropriate time to open a bank account for your kids is. You may also wonder what type of account you should open for your child. Read this article to find out.
Yahoo Article: When Should You Open a Bank Account for Your Kids?Read More
Forbes Article: Why Estate Planning Should Be Part of Your Retirement Plan
Most people are still employed when they begin their planning for retirement, but it’s important to consider what will happen if you don’t survive to retirement. Click here to learn a lesson from the rich and famous.
Forbes Article: Why Estate Planning Should Be Part of Your Retirement PlanRead More
AARP Article: Waiting to be a Widow: What Every Woman Should Know
Most women will outlive their husbands. Read here to understand and prepare for the reality of becoming a widow.
AARP Article: Waiting to be a Widow: What Every Woman Should KnowRead More
ThinkAdvisor Article: Demand for Estate Planning Booms Among Millennials
It’s not only the wealthy millennials who are making estate plans; the combination of aging parents, a global pandemic, and building their own families, millennials are forced to think about their futures. Click here to read more.
ThinkAdvisor Article: Demand for Estate Planning Booms Among MillennialsRead More