When Should I Update My Estate Plan?
Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Does Anyone Know Where Your Money Is?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
How Do You Plan for the Death of a Spouse?
Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
