Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situation, and desired lifestyle, most...
10 Common Estate Planning Mistakes You Can’t Afford to Make – Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often...
10 Common Estate Planning Mistakes You Can’t Afford to Make
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often...
How Probate Can Affect You, Whether There’s a Will or Not
Does a will mean family members will have a stress-free time dealing with your estate and the probate process in the case of your death? Not necessarily. Unfortunately, too many families believe a will is enough. As a result, they end up having to deal with...
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item...
Why Transferring Ownership of Your Home to Your Child is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire...
Why Estate Planning Is So Essential For Business Owners
If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential...
One of the Greatest Gifts to Your Family is the Plan for Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not wrong, it also leaves out a very important piece of planning for life, and perhaps the...
Are Your Kids Protected? What to Do Now to Protect Your Kids When You Can’t
It’s not a fun topic. However, it is important to consider how you plan to protect your kids if you cannot be there. If the unthinkable happens, who will care for them and provide for them? As a parent of minor children who count on you, thinking and planning ahead...
Probate: What It Is & How To Avoid It—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be...