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Estate Planning…A must whether you have a little or a lot!

While everyone is celebrating during this holiday season, the manner of these celebrations can vary based on differing family traditions, religions, and geographic regions. Estate planning is no different—protecting your family’s future must be customized to fit your and your family’s unique needs. No matter your level of wealth, it is important to understand that [...]

By | 2018-12-07T21:09:34+00:00 December 7th, 2018|Estate Planning|0 Comments

Giving Thanks With Your Estate Plan

Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their wealth. One way to do this is to give thanks with your estate plan, by designating charitable giving or specific gifts that will help ensure your legacy. It is important, however, to [...]

By | 2018-11-30T21:58:33+00:00 November 30th, 2018|Estate Planning|0 Comments

Reverse Mortgages & Estate Planning

You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet. The concept and sell is a simple one: as long as you own and live in your home, you can supplement your retirement income with a loan that you do not need to [...]

By | 2018-10-19T13:16:29+00:00 October 19th, 2018|Estate Planning|0 Comments

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 [...]

By | 2018-10-05T20:14:36+00:00 October 5th, 2018|Estate Planning|0 Comments

Your Fall “Legal Affairs” Checklist

Your Fall “Legal Affairs” Checklist With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not [...]

By | 2018-09-21T19:37:40+00:00 September 21st, 2018|Estate Planning|0 Comments