Month: July 2012

The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income … Read Blog Post

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

(For IRAs and Other Tax-Deferred Retirement Accounts)

Naming the right … Read Blog Post

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would … Read Blog Post

A recent Forbes article claims that ‘70% of intergenerational wealth transfers fail,’ discussing a new Williams Group study examining the … Read Blog Post

It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to … Read Blog Post

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

Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013.… Read Blog Post

According to a recent study, family values, traditions and history still mean more than money as an inheritance.

These results … Read Blog Post