December 6, 2017 |
Don’t Make this Trust Mistake
Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think ...
Learn MoreDon’t Make this Trust Mistake
Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think that your work is done after you’ve created the trust. This is a crucial first step that should be completed with the guidance of an estate planning attorney but many people forget to fund their revocable trust, which in essence means it doesn’t serve a purpose. No trust can exist unless it also holds assets. 
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Blog
December 5, 2017 |
Make Sure Your Retirement Planning Includes the Costs of Long Term Care
You might be relatively healthy now and assume that this will continue for many years. But considering that plenty of research shows that most people ...
Learn MoreDecember 4, 2017 |
Entering Retirement with Significant Debt May Affect Your Estate Plans
A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than ...
Learn MoreNovember 30, 2017 |
Common Retirement Issues You May Not Be Planning For
It can be overwhelming to think about retirement and estate planning. However, these are crucial processes that should be considered by any adult. Many people ...
Learn MoreNovember 29, 2017 |
What Makes IRAs Different from Other Types of Inherited Assets?
Passing on an IRA is different from stipulating another piece of property in your estate planning materials like a will to pass on to someone ...
Learn MoreNovember 28, 2017 |
What You Need to Know About Updating Transfer on Death Deeds
One common question that people present to their estate planning attorney is whether or not they can revoke or change the transfer on death deed ...
Learn MoreNovember 27, 2017 |
Three Key Things Your Retirement Plan Should Include
When putting together a retirement plan, it’s common to focus on how much your income you tend to generate before and during retirement and while ...
Learn MoreNovember 23, 2017 |
A Married Couple? You Still Need a Power of Attorney
Most people fall for the impression that your estate planning starts and ends with your will because it is one of the most important and ...
Learn MoreNovember 22, 2017 |
Four Tips to Remember in The Process of Business Succession Planning
Whether it’s a family owned business or a company that you have purchased, you need to be prepared for the process of succession planning shortly ...
Learn MoreNovember 21, 2017 |
Transamerica Study Shows Five Biggest Retirement Fears for Americans
A recent study completed by Transamerica identified that even though retirement can be an exciting time, it is also one that provokes anxiety and fear ...
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