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Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning

Posted on: April 17th, 2018
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate -- are determined is highly dependent on how your property is titled. ...

Estate Planning for People Living Together, Bachelors, and Bachelorettes

Posted on: April 10th, 2018
While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times it is even more important that a single person have a well-coordinated estate plan because the default laws governing estates often work poorly for people without a spouse and may not adequately provide for a significant other or unmarried partner. ...

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Posted on: April 3rd, 2018
Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition into retirement, many are learning that they have made some of the most typical retirement mistakes. ...

How Estate Planning Can Help You Dream About Your Future

Posted on: March 20th, 2018
Estate Planning provides a great opportunity to focus on the legacy you want to leave behind for loved ones, help you avoid the expense and delay of probate, as well as help you save on taxes....

What Happens to Your Student Loan Debt When You Die?

Posted on: March 13th, 2018
It is imperative that you consider your debt as you work on your financial and estate plans....

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

Posted on: March 6th, 2018
Having a plan for your business in the event you are unable to continue managing the company is essential to keep the company going. ...
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