by Christine | Jun 7, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
"The costliest errors are ones we make ourselves, often without realizing how much damage we're doing." "Estate planning is intertwined with the financial plan," a newsmax.com article explained, and it’s no secret that many individuals fail to...
by Christine | Jun 3, 2015 | Annuity, Asset Protection, Estate Planning, Estate Tax, Estates, Living Trust, Medicare, Probate, Trusts, Wills |
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes knowing what NOT to do is just as important as knowing what to do. So it is with retirement planning. Physician’s Money Digest lists some of the most...
by Christine | Jun 2, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Estates, LIfe Insurance, Living Trust, Probate, Tax Planning, Trusts, Wills |
"If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement," says Carol Kroch, managing director, wealth and philanthropic planning at Wilmington Trust in Wilmington, Del. "Can they do the things they want to do?...
by Christine | May 29, 2015 | Estate Planning, Estates, Guardianships, Inheritance, Living Trust, Trusts, Wills |
When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate planning has reportedly thrown his family into chaos as well. Dee Snider stated in an article on the website ultimateclassicrock.com “not...
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....
