Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people…
Follow the Money – Create a Treasure Map
You know how “X marks the spot” on a treasure map – so that the treasure can be found? Well, you need to have your own treasure map to your…
Not Having a Will and Not Reviewing your Plan are Common Mistakes
Since estate planning involves thinking about death, many people put it off or simply ignore it until it becomes too late. This kind of unwillingness to face reality can create…
Don’t Let Your Parents Become Victims of the Grandparent Scam
Imagine this… You are an grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she…
Estate Planning Must-Haves for Unmarried Couples—Part 2
In the first part of this series, we discussed how estate planning for unmarried couples can be particularly critical. Many people consider estate planning something couples only need to worry…
Estate Planning Must-Haves for Unmarried Couples—Part 1
Estate planning for unmarried couples can be particularly critical, even though estate planning is often considered something couples only need to worry about after marriage. But the reality is, as…
What about my Pets? Consider a Pet Care Plan or a Pet Trust
If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of your family. Since pets can provide protection, emotional…
Four Ways Estate Planning Can Improve Relationships with Loved Ones
Did you come away from the holiday season with a desire to improve relationships with loved ones during the current year? After spending time with your family and friends, you…
Dementia and Guns: A Tragedy Waiting to Happen
It’s common for families of those with Alzheimer’s and other forms of dementia to realize that at some point, their loved one shouldn’t be allowed to drive. But fewer people…
Errors in Your Credit Report – Tips to Fix
While some of those TV commercials for free credit-score report companies are pretty funny, having errors in your credit report is no laughing matter. Here we offer some tips to…