Make Sure Your Revocable Living Trust Is Properly Funded
You've taken the time to plan for the financial well-being of your loved ones and yourself. You've created a customized estate plan to address your goals and concerns. Your plan includes one of the most...
Family Feuds—When Heirs Fight Over Assets With Sentimental Value
When we think about heirs fighting over assets, it is the big ticket items that typically come to mind, such as the family home, investments, bank accounts and the like. However, it is often items of sentimental...
Do You Need a Prenuptial Agreement?
Okay, so you popped the big question, and he or she said yes! Whew, what a relief! Now there's so much to do, so many plans to make: the guest list, the invitations, the reception, the band, the cake,...
Planning Options for Parents of Troubled Adult Children
For parents of adult children who suffer from mental illness or addiction to drugs or alcohol, the planning challenges combined with the strong emotions involved can seem overwhelming. The last thing you...
One of the Most Valuable Benefits Available to Veterans Is Also One of the Least Utilized
Millions of our nation's greatest heroes—veterans and their families who sacrificed so much in defense of our country—are eligible for government benefits but do not receive them. One benefit in particular,...
Should All of Your Children Receive Equal Inheritances?
If you have more than one child, you've probably wondered if you should leave each of your children the same amount in your will or trust. While this seems like the best approach in most situations, there...
The Benefits of Health Savings Accounts
Health savings accounts are tax-advantaged medical savings accounts available to people enrolled in high-deductible health plans (plans with deductibles of at least $1,350 for individuals and $2,700 for...
Planning for High-Risk Professionals
Every individual and family can benefit from estate planning. For some people, however, effective planning requires a higher level of asset protection. ...
Aggressive Moves You Can Make in Your Forties to Reach Long-Term Financial Goals, Continued
Here are three additional ways people in their forties can maximize their retirement savings. ...
Aggressive Moves You Can Make in Your Forties to Reach Long-Term Financial Goals
An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Let's take a look at some of the highlights. ...