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Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
Your retirement account may be one of the most valuable things you own. Many people
How to Talk to Mom and Dad about Creating an Estate Plan
Conversations about death and dying are rarely fun. Most people avoid them because they invoke
Choosing a Corporate Trustee
Making plans for your money and property after you pass away is not the most
What Is a Medallion Signature Guarantee, and Do I Need One?
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion,
Open Enrollment
With open enrollment of your employer benefits here, we wanted to take this opportunity to
Considerations Before Heading South for the Winter
For many snowbirds, cooler weather means it is time to head south. If you are
When You May Not Be Able to Use a Financial Power of Attorney
Besides directing what happens to your finances when you pass away, a comprehensive estate plan
Protecting a Loved one Who Is, Will Be, or Has Been Incarcerated
It is natural to want to protect our loved ones no matter what. However, you
Trust and Estate Administration: Whom Should You Bring to the Meetings?
A loved one’s passing is felt by their entire surviving family. But when it comes
How Your Financial and Estate Planning Team Has Your Back
Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for
How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending
Estate Planning: Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older
