trusts
Your Vacation Checklist
You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate…
Keeping the Peace After You Are Gone
Planning With an Aim Towards Building Unity A will or trust contest can wreak havoc on families. The conflict can result in…
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…
Avoid Probate, Create an Estate Plan Specifcally Designed for Your Needs
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan,…
Can I Make Estate Plans Without My Spouse?
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances,…
Want a Greater Sense of Purpose? Plan Your Legacy
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution…
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many…
Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth
Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows…
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…
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…