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Should I Look at I-Bonds for My Estate Plan?

Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.

Posted on: November 3, 2022

Estate Planning for Changing Economic Times

One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.

Posted on: November 2, 2022

Should I List Beneficiaries on my Life Insurance?

Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.

Posted on: November 1, 2022

Factors to Consider when Picking Executor, Trustees and POAs

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.

Posted on: October 31, 2022

How Does an Irrevocable Life Insurance Trust Work?

Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.

Posted on: October 28, 2022

Estate Planning Considerations for Minor Children

When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.

Posted on: October 27, 2022

Top 10 Success Tips for Estate Planning

Estate planning is one of the most important steps you can take for yourself and your loved ones.

Posted on: October 26, 2022

Does My College Kid Need an Estate Plan?

As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.

Posted on: October 25, 2022

How Do I Ask My Parents About Their Estate Plan?

Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.

Posted on: October 24, 2022

What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.

Posted on: October 24, 2022