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Why You Should Draft an Advance Directive Today

Mar 17, 2016
One often neglected feature of a well-crafted estate plan is an Advance Directive (AD). ADs are one of the least complicated, yet most vital documents you should have on file. An AD (often referred to…

40 Financial Things to Know by Age 40: Part Four

Oct 05, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Missing Money   Where to find missing money.    Whatever…

Is a Revocable Living Trust for You?

May 22, 2017
A revocable living trust is a popular estate planning tool that you can use to direct who will manage the assets in the trust if you are ever unable to do so and how those assets are to be distributed…

How Will You Pay For Long-Term Care?

Mar 20, 2018
In a recent post, we discussed the option of Long Term Care (LTC) insurance and costs associated with purchasing it. If you have made the decision to purchase LTC insurance the next big decision is regarding…

QTIP Trust: An Estate Planning Tool for Blended Families

Jul 15, 2019
If you are married with children from an earlier marriage, you may be wondering how you can provide for your spouse after your death and yet ensure that your assets ultimately pass to your children and…

3 Benefits of a Revocable Living Trust

Sep 11, 2019
A revocable living trust is a legal arrangement that you can have set up to direct how the assets you put in the trust are to be managed during your lifetime and distributed after your death. With a revocable…

Planning for a Family Member with Special Needs

Oct 22, 2019
Giving money directly to an individual with special needs may jeopardize his or her eligibility for government benefits. There are ways, however to contribute to the individual’s long-term financial security…

Key Estate Planning Tools

Mar 16, 2020
When it comes to designing your estate plan, there are a variety of tools to choose from. Wills, trusts, powers of attorney, and other legal documents can all be used to create a plan that addresses your…

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…