Some people think that estate issues after you die are unavoidable. Still others think that they’ll be long gone, so what does it matter if there’s a plan in place? The truth
The New Year is upon us and you may be contemplating a resolution for 2016. Resolutions are generally about making our life better, getting healthier, saving money or reaching a goal. One of
You’re having a baby - congratulations! There’s so much to plan for: a nursery, where to deliver, maternity and paternity leave, showers, and . . . legal guardianship? Although it’s a difficult thing
The death of a loved one can be shocking, painful and stressful. Although we all wish that the time immediately after their death could be spent grieving and spending time with family, there
When Slade passed away two years ago, he left all of his assets to his wife, either through beneficiary designation or jointly owned property. The two had worked hard and had been married
I often hear people say they don’t need an estate plan because all of their assets are held jointly with their spouse or with one or more of their children. Although this seems
One thing that has stood out to me during my career is that guys are pathetic when it comes to living alone. Statistics show that a large percentage of men who lose their
Over the past ten years, Individual Retirement Accounts (IRAs) have become the primary tool for many people to manage their individual wealth. Because of the amount of money put into these accounts and
Life insurance is a financial asset that is widely used to help protect your family from expenses after your death. However, what most people don’t realize is that even though life insurance is
A few weeks ago in our blog, we discussed how to fund a living trust. To recap briefly, a living trust is basically a container with very specific instructions for how to handle
