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Planning & Caring For Your Aging Parent

February 27, 2020

Planning & Caring For Your Aging Parent If you are part of the sandwich generation, you may be raising your own children, while also caring for your aging parents. This can be a trying time and can affect nearly every aspect of your life. So, what can you do to make the process a little […]

Avoid These Will & Testament Pitfalls

February 25, 2020

Avoid These Will & Testament Pitfalls It may sound simplistic, but making sure you’ve let your heirs know where your inheritance plans and paperwork — and passwords — are and how to find them is one of the top will problems. How about the conventional wisdom of leaving each child an identical windfall in your […]

How Much Life Insurance Do You Need?

February 20, 2020

How Much Life Insurance Do You Need? Because of the very nature of life insurance, many people don’t want to discuss it. It is difficult to talk about death, so life insurance is often a private matter. But really, it shouldn’t be. For this reason, there are a lot of misconceptions about life insurance that […]

Don’t Make These Top Estate Planning Errors!

February 13, 2020

Don’t Make These Top Estate Planning Errors! There are myths and misconceptions about estate planning. Here are the top common mistakes to avoid and help your family save thousands of dollars in unnecessary taxes and probate fees: Beneficiary omissions — Not naming contingent beneficiaries or failing to review beneficiaries often enough. This may subject your […]

Exploding the Myths of the Living Trust

February 11, 2020

Exploding the Myths of the Living Trust What are the benefits of a living trust? It allows you to retain control over the trust property until death. The trust is turned over to the successor trustee, who is chosen by you, to distribute the trust property according to your wishes. This enables the assets to […]