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Start the New Year with Estate Planning To-Do’s

Every estate plan should bring you peace of mind, but much more than that, an estate plan is one of the best gifts you can give your loved ones.

Posted on: January 23, 2020

Retirement and Estate Planning Work Better Together

Even if you and your spouse have worked out the kinks in your day-to-day money habits, it’s important to reexamine the big picture.

Posted on: January 22, 2020

Life Insurance Is a Good Estate Planning Tool but Needs to Be Done Carefully

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.

Posted on: January 21, 2020

How Should I Prepare for My Child’s Future?

A recent survey by TD Ameritrade made headlines, with its finding that 1 in 5 young Americans (Generation Z, defined by the researchers as ages 15-21, and young millennials, ages 22-28) may opt out of college. A deeper look shows that much of what drives that thinking, is the price and debt that come with it.

Posted on: January 20, 2020

What Should I Know About Being an Executor?

Being named in someone’s will as the executor–the person to handle and settle up estate matters–sounds like a great honor.

Posted on: January 17, 2020

Key Health Document Most Americans Don’t Have but Should

Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive.

Posted on: January 16, 2020

Making a Fresh Start for 2020? Here’s Help

There’s a fine line between holding on to important financial and medical records … and hoarding.

Posted on: January 15, 2020

How Business Owners Undo Their Years of Hard Work

Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their ‘retirement plan.’

Posted on: January 14, 2020

From Gentle Persuasion to a No-Nonsense Approach, Talking About Estate Plans

Few families, of course, enjoy talking about money. Introduce the idea of estate plans and inheritance—who gets what and why—and conversations often never get off the ground.

Posted on: January 13, 2020

The Many Responsibilities of Inheriting a Home

Understanding what happens when you inherit a house, as well as addressing the tough financial and emotional decisions on what to do with the home, can be intimidating.

Posted on: January 10, 2020