The American family has changed quite a bit over the last few decades, and assumptions that a couple will share bank accounts, tax obligations or even last names can be thrown out the
A critical question to ask yourself when creating an estate plan is who will get your personal belongings when you pass on? While most people think about who they would like to receive
While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee means. An MSG
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. There is no question that doing so can be a powerful way to
Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone. But everyone’s Estate
There have been some significant legal changes recently that may impact how you can maximize your retirement and tax planning. Last year, Congress integrated the Setting Every Community Up for Retirement Enhancement
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become
The bad news: When a deceased person’s estate (which is simply a term referring to all of their money and property) has to go through probate (the court-supervised process of distributing a deceased
It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property rights each spouse will have in the event of separation,
