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 19, 2015 | Advanced Health Care Directive, Conservatorships, Elder Law, Estate Planning, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"A lot of people think this is just about elderly parents, but it's a big issue for people with adult children away at school or on their own as an unmarried adult," said Carnick, president of Carnick & Kubik Personal Wealth Advisors. "Who's...
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...
by Christine | May 8, 2015 | Estate Planning, Estate Tax, Living Trust |
Sixteen states and the District of Columbia levy an estate tax with some taking a bigger piece of your estate than others. For this reason, it is critical to understand which states are going to take more out of your beneficiaries pocket when you die. So which states...
