Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...
top of page
Blog
raina58
- Dec 9, 2022
- 5 min
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You have most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even...
raina58
- Dec 9, 2022
- 4 min
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
raina58
- Dec 9, 2022
- 4 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
raina58
- Dec 9, 2022
- 5 min
3 Critical Considerations For How To Save For Your Child’s(or Grandchild’s) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...
raina58
- Dec 5, 2022
- 5 min
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...
raina58
- Nov 21, 2022
- 5 min
7 Issues To Consider When Purchasing Disability Insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...
-
- Jul 4, 2022
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you are looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
-
- Jun 20, 2022
- 7 min
3 Reasons Why Single PeopleWith No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
-
- Jun 13, 2022
- 4 min
If You Have Been Asked To Serve As a Trustee, Here is What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it is a big...
-
- Jun 6, 2022
- 7 min
How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
-
- May 30, 2022
- 4 min
Do Not Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
-
- May 16, 2022
- 8 min
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
-
- May 9, 2022
- 7 min
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
-
- May 2, 2022
- 4 min
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...
-
- Apr 18, 2022
- 7 min
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
-
- Sep 25, 2021
- 4 min
Your “Blended” Family Is Likely Headed to Court Unless You Do This
If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are...
-
- Sep 4, 2021
- 6 min
Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones
Today we are seeing more and more people getting divorced in middle age and beyond. The trend of couples getting divorced after age 50...
-
- Aug 1, 2020
- 5 min
The Importance of Life Insurance in Building a Solid Financial Foundation
(Originally published June 5, 2019) When I think of life insurance, I think of it as one of the most important aspects of my financial...
-
- Jul 1, 2020
- 3 min
How to Title Large Purchases
(Originally published July 3, 2019) Photo by Binyamin Mellish on Pexels.com When making a large purchase people do not generally give...
bottom of page