The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income … Read Blog Post
Month: July 2012
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and … Read Blog Post
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
(For IRAs and Other Tax-Deferred Retirement Accounts)
Naming the right … Read Blog Post
Estate Planning After Divorce
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would … Read Blog Post
Create Successful Wealth Transfers with Open Communication
A recent Forbes article claims that ‘70% of intergenerational wealth transfers fail,’ discussing a new Williams Group study examining the … Read Blog Post
Estate Planning today must include Digital Assets and Social Media Accounts
It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to … Read Blog Post
Five Common Planning Mistakes
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition … Read Blog Post
Get Ready for the New Taxes Effective Jan. 1, 2013
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013.… Read Blog Post
Family Values Mean more than Money as An Inheritance
According to a recent study, family values, traditions and history still mean more than money as an inheritance.
These results … Read Blog Post