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...
by Christine | Jan 8, 2015 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Where there’s a will, there’s a way—and sometimes an ugly family feud. Families are consumed with grief when a loved one dies, but unfortunately certain legal and organizational tasks that arise can’t be ignored or put off for long. But you can ease the burden on your...
by Christine | Jan 6, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
“Regardless of how much wealth you have,” says Gregory Popera, a private wealth adviser with Bank of America Merrill Lynch, “having some type of estate plan and financial power of attorney are sort of the financial building blocks to make sure your assets go...
by Christine | Jan 5, 2015 | Advanced Health Care Directive, Asset Protection, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Have a plan for your estate; either you decide or someone else does. Make this your New Year's Resolution for 2015 & get your estate planning documents in order by answering a few simple questions. Year-end is a great time to evaluate your estate...
by Christine | Dec 30, 2014 | Asset Protection, Assets, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Managing an estate can be complicated and overwhelming, but libraries can often be sources of hidden value, and thus should not be ignored. There's always a chance that tucked away in that library are a few rare first editions or hard-to-find antique items. But if...
by Christine | Dec 29, 2014 | Asset Protection, Estate Planning, Tax Planning |
Cash-strapped millennials are slipping into the red. In fact, their savings rate has dipped to negative 2%, meaning that they're spending more than they have. The unemployment rate was down to 5.8% last month and the U.S. economy added 214,000 jobs. However, a...
