Three Factors to Keep in Mind When Buying Long-Term Care Insurance
Many families consider purchasing long-term care insurance in advance to help pay for expensive long-term care in the future. Here are three important factors to keep in mind when buying long-term care...
How to Augment Your Retirement Income
Most people rely on IRAs, 401(k)s and Social Security benefits to fund their retirement. An article in U.S. News & World Report explored some other options to boost your retirement income. Here are...
Six Reasons to Revise Your Estate Plan
For your estate plan to meet your needs, it must be kept up to date. We recommend having your plan reviewed at least once every two years, but there are certain situations where you should have your plan...
Estate Planning Fundamentals
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and brief descriptions of their purpose. ...
The Importance of Business Planning
If you want to start a business of your own, or are in the early stages of doing so, you are no doubt feeling a certain amount of stress. Your business will require a great deal of time, money and "sweat,"...
Four Reasons You Might Want to Use a Corporate Trustee
A trustee can be one person, multiple people, or what is called a "corporate trustee," such as a bank or trust company staffed by people who manage and grow trust assets. People name corporate trustees...
Here's What Can Happen If You Don't Have an Estate Plan of Your Own, Continued
In this post, we'll continue our discussion of why everyone needs an estate plan. ...
Here's What Can Happen If You Don't Have an Estate Plan of Your Own
We often discuss the benefits of estate planning. However, a discussion of what can happen when a person fails to plan is perhaps a more powerful way to stress the importance of proper planning. Let's...
Protecting a Child's Inheritance
A number of our clients have expressed concern about protecting the inheritances of their children. Sometimes, they worry about the security of a child’s job and what will happen if he or she loses that...
Planning Tips for the New Year, Continued
Here are some additional planning tips to bring you peace of mind in the new year. ...