How to Stop Worrying About Running Out of Money in Retirement
Aug 11, 2014
The fear of running out of money in retirement is a valid concern due to increased longevity, increasing health care costs, low interest rates and the recent recession. Using experienced advisors who...
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Three Social Security Traps
Aug 11, 2014
What you don’t know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits. 1. Taking Money Too Early. It can...
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Five Tips to Remove Financial Hassle from Your Life
Aug 07, 2014
Everyone faces hassles in life. We can’t escape them completely, but if we can minimize them, our quality of life improves. There are hassles in managing your finances and wealth, too. Here are five t...
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Should I Write My Own Will?
Aug 02, 2014
I’m sure you have heard this less than eloquent phrase before – “Garbage in, garbage out.” The phrase is typically used in computer programming and scientific research. Unfortunately, it also applies...
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Why Does Probate Take So Long?
Aug 02, 2014
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And - others plan with just a Will, so proba...
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Will Your Revocable Living Trust Avoid Probate? It Depends.
Aug 02, 2014
If you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. Many believe because they took the time to create a Trust, their esta...
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How to Get Organized to Meet With Your Estate Planning Attorney
Aug 01, 2014
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. Now that you’ve scheduled the first appointment, what’s the next step?
You can...
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Who Needs an Estate Plan?
Jul 29, 2014
If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considera...
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What if Treating Your Children Fairly Means Unequal Inheritances?
Jul 29, 2014
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what’s right by your children may not me...
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Estate Planning for Newly Weds --- Expect the Unexpected
Jul 29, 2014
It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it’s also time for you and...
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