When you decide to proceed with the creation of an estate plan, an experienced and... [Read more...]
Are Pay on Death (POD) Accounts a Good Idea?
While there are some rather complicated estate planning instruments utilized to achieve certain objectives, there... [Read more...]
5 Types of Assets A Will Does Not Cover
Many people mistakenly believe that a simple Will is all the estate planning they need.... [Read more...]
How Do I Know If Probate Is Necessary for My Spouse’s Estate?
If you recently lost your spouse, you probably do not want to think about the... [Read more...]
Can an Agent Make Gifts Using a Power of Attorney?
A Power of Attorney is among the most used of all estate planning documents. As... [Read more...]
Baby Boomers and Estate Planning
How important is it to you that you provide for the financial security of your... [Read more...]
Things You Need to Know about Long Term Care Insurance
Americans enjoy a longer average lifespan than the majority of the world. The average female... [Read more...]
What’s a Power of Attorney?
You’ve, likely, heard the term, “power of attorney.” Powers of attorney are legal documents used... [Read more...]
Life Insurance–So I Need It?
In America, we insure our homes, vehicles, businesses--some of us even insure our pets. Along with... [Read more...]
What You Need to Know about Long-Term Care Insurance
The longer you live, the more likely it is that you will need long-term care... [Read more...]
A Primer on Gift Taxes in 2022
Both the gift tax and the $16,000 annual gift tax exclusion (in 2022) confuse nearly... [Read more...]
Understanding Federal Tax on Inheritance in 2022
If you have been told that you will inherit from a loved one's estate, you... [Read more...]
