Inheritances & Proceeds

Estate Planning for Baby Boomers

As Depression-era parents pass away, you might start thinking about your own estate planning needs and desires. Regardless of your financial situation, estate plans can help smooth the transition for your family – and not having one can be a mistake. Read more…

The Pros and Cons of Trusts

Trusts can be a useful tool in estate planning. Learn their pros and cons to see if they are right for you. Read more…

Will Your Heirs Mishandle Their Inheritance?

If you’re worried your heirs will mishandle their inheritance, setting up a trust could be a valuable tool. A trust can help ensure your assets benefit the people you love long after you pass on. Read more…

Creating a Trust When Your Family Has Debt

It’s still possible to protect your assets for loved ones after you pass away with a trust – even if you have debt. Learn how your debt could affect any trusts you may want to create. Read more…

What Are Your Top Retirement Concerns?

Retirement can be a relaxing stage in life, but for some it comes with a whole new set of anxieties. Many seniors have concerns other than simply whether or not they will leave behind an inheritance. Read more…

Revocable Trusts, Wills, and Dealing with Probate

You have various strategies to choose from when planning how you would like your assets to be distributed and your wishes carried out when you pass. You’ll likely choose to have a living trust or a will – but it’s important to understand probate. Read more…

Re-married with children: Estate planning considerations for blended families

If you are part of a blended family, the idea of estate planning can be especially daunting. Although estate planning for a blended family can present some complex issues, addressing those issues is necessary if you want control over who will inherit your assets and under what terms those people will inherit. Read more…

The Stretch IRA – a Powerful Estate Planning Tool

The value of an IRA as a retirement-planning tool is well known. However, even if you don’t need an IRA to fund your retirement, it can be a useful estate planning tool. Read more…

Leaving Specific Assets to Specific Heirs is an Estate Planning No-No

Planning your estate around specific assets is risky, since leaving specific assets to specific people might inadvertently result in disinheriting someone. Read more…

The Advantages of a Trust over a Will

Trusts and wills have the same essential function: passing your property to your heirs after your death. However, the differences in how the two documents operate should be carefully considered before choosing between them. Read more…


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