Wisdom of Delay: Why Waiting Matters
Leaving an outright inheritance to your children at your death might seem like a natural choice, but there are good reasons to consider alte
Mar 27, 2024
What Every Parent Needs to Know About Their Adult Child’s Medical Privacy
Imagine the nightmare situation of sending your child off to college and he gets into a serious accident, then you call the hospital to...
Dec 1, 2023
How an Estate Plan Avoids Conservatorship
Avoid or reduce the need for a conservatorship, which is a court-supervised process where someone else is appointed to manage your affairs.
Nov 15, 2023
Estate Planning for Blended Families: How Life Insurance Can Help
Blended families are becoming more common in today’s society, as more people remarry after divorce or death of a spouse. According to the...
Nov 1, 2023
SECURE 2.0 Act - How It Affects You and Your Retirement Account Beneficiaries
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was enacted by Congress on December 20, 2019, and signed...
Oct 11, 2023