Now Is a Good Time to Review Your Estate Plan
For many of us, the holidays are a time to reflect upon the changes that have taken place over the course of the year. ...
What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
These three legal documents have similar names but they are quite different in terms of the estate planning goals they help you accomplish. ...
Your Legacy is More than Just the Money You Leave to Loved Ones
When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of our lives. But your legacy is much more than that. ...
The Proper Planning Mix for Blended Families, Continued
Last time we looked at planning for blended families in general terms. Now let's discuss some specific trusts that you might want to consider. ...
The Proper Planning Mix for Blended Families
Planning for blended families can present unique challenges, in part because the interests of a current spouse and any mutual children often conflict with the desire to provide for one's children from...
What If You and Your Child’s Other Parent Cannot Agree on a Guardian?
It goes without saying that you and your child's other parent should name the same guardian for your children. But what if you are divorced, or for whatever reason you and your spouse cannot agree on the...
Eight Factors to Consider When Choosing a Guardian for Your Children
Who should raise your children if for some reason you or your spouse is unable to do so? It's not an easy question to answer, but if you have young children, it is a topic you most certainly should address...
Did You Know That Americans Did Not Always Pay a Personal Income Tax?
As we enter the 2020 tax season, however unwillingly and with gritted teeth, you might be interested to know that Americans did not always pay personal income taxes. The policy of taxing personal income...
Giving to Charity Wisely
Charitable giving allows you to assist the people and organizations that have come to mean the most to you over the course of your life. It represents a thoughtful expression of your values and can ensure...
The Roth IRA Versus the Traditional IRA: Which One Is Right for You?
Deciding whether to choose a Roth IRA or a Traditional IRA is an important decision and can have major financial consequences. Both options, however, are excellent ways to save for retirement. Let's look...