It might seem straightforward to leave your property to your heirs. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your
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It might seem straightforward to leave your property to your heirs. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your
Thinking about death, especially your own death, can be uncomfortable. Add to that the issue of what will happen to our assets after our deaths and it’s little wonder why so few people
Recovering from a Health Scare? Now is the time to put your estate plan on the front burner. According to the Centers for Disease Control and Prevention (CDC), someone in the U.S. has
An estate plan specifies how your property will be distributed when you die and provides instructions regarding how to care for your dependents. If you have people who you love and care for,
For estate planning, wills and trusts offer specific and quite different advantages. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however,
According to a 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov, Americans aged fifty-five and older who have prepared a will have decreased from 60 to 44 percent
Twenty years ago, the Roth IRA became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth
Although Memorial Day just passed, it is important to honor those who have served our country all throughout the year. Remembering those who sacrificed their lives for our freedom and safety can be
For most us, summer means it’s time for FUN! It’s true that there are many fun activities to be had during the summer months including camps, vacations, pool parties and more. But before
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
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