Are You Wasting Money? Part One: Housing, Interest, and Transportation
Most of us are guilty of wasting money in one way or another. Often we are so busy that we pay too much for convenience, and we don't...
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May 27, 20153 min read
Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Childr
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult...
May 19, 20153 min read
Why Does a Living Trust Cost More to Set Up than a Will?
It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should...
May 5, 20153 min read
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your...
Apr 27, 20152 min read
4 Tips for Avoiding a Will & Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...
Apr 20, 20153 min read
What's On Your Worry List?
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...
Apr 3, 20153 min read
Passion Investing as a Spark to Your Life
Bill Gates, Warren Buffet and over 50% of the Fortune 400's The Richest People in America list have decided to give away their wealth for...
Mar 2, 20153 min read
It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...
Jan 28, 20153 min read
Estate Planning for Young Families
Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even...
Jan 12, 20152 min read
Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
Why should newlyweds care about estate planning? Because everyone - young or old, married or single - needs to protect themselves and...
Jan 6, 20153 min read
Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!
With 2015 right around the corner, it's time to start thinking about your new year's resolutions. It doesn't matter whether you have an...
Dec 19, 20143 min read
Summary of 2014 Retirement Plan Contributions Limits
With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to see where...
Dec 5, 20143 min read
How To Avoid A Federal Gift Tax
TIP #5 Don't let the chaos of the holiday season prevent you from avoiding federal gift tax by making 'annual exclusion' gifts, medical...
Nov 28, 20143 min read
Ensuring That Your Final Wishes Remain Private
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...
Nov 18, 20143 min read
Planning for Mental Disability
One area of planning that many people overlook is making sure their mental disability plan is up to date. Three Areas of Your Mental...
Nov 12, 20142 min read
Beneficiary Designations
One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?...
Nov 4, 20144 min read
Married Couples and Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...
Jul 30, 20143 min read
What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...
Jul 28, 20144 min read
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
On June 12, 2014, the U.S. Supreme Court--in a unanimous decision--ruled that Individual Retirement Accounts (IRAs) inherited by anyone...
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