It’s Your Independence Day !!!
Congratulations! After decades of work, you’re ready to retire and celebrate your own personal Independence Day. Maybe you’re planning to spend more time with the
July 2, 2022
Blog Articles
What are Penalties When Contributing to or Withdrawing From Retirement Accounts?
Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.
May 13, 2022
Should I Place My Home in a Trust?
Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
February 1, 2022
What are Best Assets to Inherit?
If you really want to help your heirs out, these are some of the best assets to leave them.
January 26, 2022
Estate Planning
Do I Have to Accept an Inheritance?
No one has to accept inherited assets. Inherited assets can be disclaimed.
October 1, 2020
Estate Planning
What Do I Look for in a Trustee?
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
September 29, 2020
Should I Let The State Write My Will?
Death is not a favorite conversation topic. However, we all know it is something we must at some point discuss. The loss of a close friend or family member, or an event, such as the COVID-19 pandemic, seems to bring the topic to the forefront.
September 13, 2020
How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 12, 2020
What Does Pandemic Estate Planning Look Like?
The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”
September 11, 2020
Asset Protection
How Do I Make Sure My Wife Gets the House?
I am currently married but I purchased a home from my mother before my marriage. I added my younger sister to the deed at the time of purchase, so the house would remain in the family if something happened to me. I have been paying the mortgage and bills myself for three years now. However, now that I’m married to a great woman, who would get the house when I die?
August 9, 2020
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