by Christine | Jan 16, 2015 | Annuity, Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Tax Planning, Trusts |
There were five changes that occurred in 2014 that everyone planning for retirement needs to know about. The phrase "roll with the changes" may be 2014's retirement planning motto. While we could review political, economic and international, those...
by Christine | Jan 15, 2015 | Asset Protection, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Portability, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
“For those who are single, whether they’ve always been single or they find themselves single again, there are some unique [estate-planning] issues,” says Doug Rothermich, managing director, wealth-planning strategies at TIAA-CREF. Married couples usually can see the...
by Christine | Jan 14, 2015 | Conservatorships, Estate Plan, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
There is no magic formula or solution available for transferring personal property because each family and their possessions are different. However, the Extension program "Who Get's Grandma's Yellow Pie Plate?" suggests there are some factors for...
by Christine | Jan 13, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Leave it to Beaver? Or do you prefer to leave your estate to someone else? Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. This makes financial and estate planning all the...
by Christine | Jan 12, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Yes, nobody relishes thinking about the day when they will no longer be around. But with a little effort and foresight, you can give your family the ultimate gift: a piece of mind. Here's a quick checklist of estate planning essentials. Not really ready for an...
