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How Should I Take My Pension?

If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.

Posted on: June 29, 2020

What You Need to Know about Trusts

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

Posted on: June 26, 2020

Social Security Issues, if You’re Self-Employed

When you work for someone else, that company or organization takes Social Security taxes out of your paycheck and sends the money to the Internal Revenue Service (IRS). However, things work a little differently for people who are self-employed. If you fall into this category, keep reading.

Posted on: June 25, 2020

Update Will at These 12 Times in Your Life

It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.

Posted on: June 24, 2020

What Should I Keep in My Safety Deposit Box?

In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.

Posted on: June 23, 2020

Are You Making the Most of the SECURE and CARES Acts?

There have been several law changes that affect IRAs passed since December 2019.

Posted on: June 22, 2020

What Exactly Does an Executor Do?

Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role requires.

Posted on: June 19, 2020

What You Need to Do after a Loved One Dies

When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’

Posted on: June 17, 2020

What Should My Estate Plan Include?

Though most people who contract COVID-19 experience mild symptoms, it doesn’t hurt to be prepared if you do need to be hospitalized. It can feel scary thinking about getting sick or not being able to make decisions for yourself, but an estate plan is meant to ease your fears. After all, wouldn’t you feel better knowing that the burden of making health and financial decisions will never fall on unprepared family members?

Posted on: June 15, 2020

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