Apr 25, 20215 minPlanning Considerations for Unmarried PartnersWhen it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...
Apr 18, 20211 minCaution: Creditors Are a Threat to Inherited Retirement Accounts Caution: Creditors Are a Threat to Inherited Retirement Accounts
Mar 28, 20215 minReviewing Your Estate Plan after the Death of a Loved OneThe death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
Mar 21, 20213 minReviewing Your Accounts and Property upon the Death of a Loved OneHow your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...
Mar 15, 20213 minMy Loved One Has Died - What Do I Do Now?When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...
Feb 25, 20212 minRevocable Trust v. Irrevocable Trust: Which is Best for You?Revocable Trust v. Irrevocable Trust: Which is Best for You?
Jan 21, 20214 minDebunking Successor-Trustee MythsMyths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
Jan 8, 20213 minFive Mistakes Successor Trustees Make (and How to Prevent Them)When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...