If you are lucky enough to inherit a 401(k) or an IRA, when you don’t know what you are doing, you...
Category - Previous Posts
How Can Estate Planning Address the Troubled Child?
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and...
Is the Pandemic Motivating People to Do Estate Planning?
Lack of understanding around estate planning may be leading Americans to avoid getting a will, even...
What Do I Need to Know about Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of...
What Should I Know About Social Security Disability Insurance?
When it comes to shoring up your retirement savings, "work longer" isn't always the right answer.
What are Some Good Estate Planning Ideas in the Pandemic?
The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were...
What Do I Need in My Estate Plan in Addition to a Will?
This time of year, families gather to celebrate the season, offering an opportunity to air your...
Are Taxes a Good Reason to Relocate in Retirement?
Relocating for retirement and trimming the budget line for taxes are among the many tasks...
Is it Wise to Have Three Grown Children Named Co-Executors of Your Will?
Acting as an executor can be a tremendous amount of responsibility and a time-consuming duty.
What Happens to Credit Card Debt when Someone Dies?
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take...