One Way to Protect Your Kids is to Name Guardians … (free resource!)
There is so much to do as a parent and one important way to protect your children is to name guardians for them in a legal document. Guardians are people…
Gen-X, 90210 Star Luke Perry’s Death Demonstrates the Importance of Incapacity Planning
The death of Luke Perry demonstrates the importance of incapacity planning. He became famous starring in the 1990s TV series Beverly Hills 90210. In late February, he suffered a massive…
Do I need to update my estate plan?
Seven Life Events that Require an Estate Plan Review “Do I need to update my estate plan when …?” is a question you might have and there are at least…
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…