death
May 25, 2018
Potential Problems with Beneficiary Designations
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank…
May 11, 2018
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned…
May 4, 2018
The One Thing Every New Grandparent MUST Do As Soon as Possible
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything — including how you approach your finances…
April 27, 2018
4 Estate Planning Steps You Must Take After the Death of a Spouse
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to…
March 9, 2018
Why a Spendthrift Trust Can Be a Great Solution for Your Heirs
There are many tools that can be used when putting together your estate plan. One such tool is a trust. A trust…