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Can You Place a Life Insurance Policy in a Trust?

A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.

Posted on: June 12, 2020

What Happens when Mom Refuses to Create an Estate Plan?

If there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.

Posted on: June 11, 2020

Alzheimer’s, Dementia and other Brain Diseases Require Special Estate Planning Steps

Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced.

Posted on: June 10, 2020

How Does a Spendthrift Trust Protect Heirs from Themselves?

What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.

Posted on: June 9, 2020

Medicare Patients Be Wary of COVID-19 Scams!

If someone offers you a COVID-19 test in exchange for your Medicare information, run in the other direction.

Posted on: June 8, 2020

What Do I Do If I’m Named Financial Power of Attorney?

Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.

Posted on: June 5, 2020

How the CARES Act has Changed RMDs for 2020

Here is what you need to know about delaying required withdrawals from a retirement account until 2021.

Posted on: June 4, 2020

Estate Planning Options to Consider in Uncertain Times

External events that cause reflection are good reminders to update estate planning documents.

Posted on: June 3, 2020

What Is an Advance Directive, and Why You Need This Document?

To put it bluntly, what if you were in a serious accident or were suddenly rushed to the hospital with COVID-19 symptoms or another life-threatening illness, and you were unable to make health care decisions for yourself?

Posted on: June 2, 2020