Can I Prevent Dementia?
A large study finds that some common threats can be controlled through lifestyle changes.
November 16, 2022
Blog Articles
What’s the Difference between Probate Assets and Non-Probate Assets?
Non-probate assets are those assets which do not go into an estate when the owner dies.
November 15, 2022
Are You Ready for 2026?
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
November 14, 2022
Estate Planning for Changing Economic Times
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
November 11, 2022
Factors to Consider when Picking Executor, Trustees and POAs
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
November 10, 2022
Why Is Beneficiary Designation Important?
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
November 9, 2022
What Games Keep My Mind Sharp as I Age?
It’s never too late to benefit from taking up this type of activity.
November 8, 2022
What’s Involved in an Estate Inventory?
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
November 7, 2022
Why Don’t Most American have an Estate Plan?
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
November 4, 2022
What Happens when You Inherit a Retirement Account?
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
November 3, 2022
Recent Posts
Subscribe to Our Blog Digest & eNewsletter