Mistakes with Beneficiary Designations?

August 11, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Do I Need a Spendthrift Trust?

August 1, 2022

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.

How Do I Store Estate Planning Documents?

July 6, 2022

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

How Is Amazon’s Alexa Helping Seniors?

June 29, 2022

Amazon is introducing two new features for its “Alexa Together” elder care subscription service.

Why Your Beneficiary Designation Matters?

June 22, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

What Happens to Home Contents when Someone Dies?

June 9, 2022

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

Too Old to Divorce?

June 1, 2022

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.

Introduce Your Parents to a Password Manager?

May 26, 2022

Ever heard the phrase, “a chain is only as strong as its weakest link?” The same goes for a financial portfolio: It’s only as safe as the password that protects it.

Inheriting a House with a Mortgage?

May 17, 2022

Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.

Why Create a Pet Trust?

April 27, 2022

While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.

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