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Are Payable-On-Death Accounts Right For You?

Posted on: January 31st, 2018
POD sounds great because they are easy. But, there can be significant problems using this as the primary tool for passing along what you’ve worked to build....

Why Your Estate Planner Needs to Know If You've Lent Money to Family

Posted on: January 24th, 2018
What can you do to make sure your intra-family loans help — rather than hurt — your family?...

Debt After Death: Why You Should Think About It When Estate Planning

Posted on: January 17th, 2018
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money you owe may eat away at the assets you were planning to leave to your heirs or -- if you owe a large amount of money -- may wipe out your estate completely. Debt comes in many different forms including credit cards, student loans, car payments, mortgages, and other financial obligations....

High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan

Posted on: January 10th, 2018
If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into your estate plan—especially to make sure that any hard-earned money left in your HSA when you die goes where you want it....

Why a Spendthrift Trust Can Be a Great Solution for Your Heirs

Posted on: January 8th, 2018
There are many tools that can be used when putting together your estate plan. One such tool is a trust....

There’s Never A Better Time Than Now To Get Your Affairs in Order

Posted on: January 3rd, 2018
The idea of getting your financial and legal house in order is likely the last thing on your mind. But, getting started is much easier than you think. Don’t hold this task off for later. Some careful thought and a little bit of work now can go a long way to help you feel 100% confident about moving forward in 2018....
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