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How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Posted on: July 11th, 2018
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated....

Declare your Independence from Court Interference!

Posted on: July 4th, 2018
While the rest of the nation celebrates its independence on July 4th, you can rest assured that you too can declare independence for your family -- from court interference....

How to Fix 5 Common Estate Planning Problems

Posted on: June 27th, 2018
Five common estate planning mistakes and how to fix them so that you are fully protecting your family....

The One Thing Every New Grandparent MUST Do As Soon as Possible

Posted on: June 13th, 2018
One thing that every new grandparent must do as soon as possible that is often overlooked. Specifically, every new grandparent should immediately create (or revise) an estate plan so that it includes your family’s newest generation....

Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign

Posted on: June 6th, 2018
Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society. That being said, it is important to understand that blended families and subsequent marries create important and unique issues when it comes to estate planning....

Roth IRA Conversions After Tax Reform...Still a good idea? What are the implications for your family if you don’t spend all the money?

Posted on: May 30th, 2018
Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth IRA provides account owners tax-free income during retirement....
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