by Christine | May 28, 2015 | Asset Protection, Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Make it a point to learn about the factors and areas that must be addressed in estate planning in order to maximize, protect and preserve your legacy the absolute best way. You don’t have to be ultra-wealthy to have an estate plan. The Kokomo Perspective’s May...
by Christine | May 27, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. "You've had a lifetime of solidifying your money beliefs" and behaviors, says Janet Stanzak, president of the Financial Planning Association....
by Christine | May 22, 2015 | Asset Protection, Estate Planning, Estates, Retirement Planning, Trusts |
There are several corners of your financial life that can be simplified through consolidation. If you feel like your finances are all over the place and hard to manage, you just need to take a moment to de-clutter and get a system going. Also, it’s ok to ask for help!...
by Christine | May 15, 2015 | Asset Protection, Estate Planning, Estate Tax, Estates, Gift Tax, Inheritance, Probate, Tax Planning, Trusts |
Most of us don’t want to just enjoy our retirement and have enough money for old age, but to leave something behind as well. But what's the best way to do that? Should you leave an inheritance, or give your money away while you're still around? Let’s take a...
by Christine | May 13, 2015 | Asset Protection, Elder Law, Estate Planning, Guardianships, Probate, Trusts, Wills |
No will? If you are married with young children and both parents die who becomes the children’s guardian will be up to the state’s court system. If you do not have a will, your state’s estate laws and the probate judge will decide who will get your assets if you die....
by Christine | May 12, 2015 | Advanced Health Care Directive, Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"Everyone of majority age needs at the least a will, a health care directive and a named power of attorney," says Mike Sena, a certified financial planner with White Street Advisors, a money management firm. "The express purpose of estate planning is to...
