There are mechanisms that you can put in place through a trust to help your children become...
Author - Previous Posts
What to Do 10 Years Before Retirement
If you are in your 50s, you should be doing the math to make sure that you will not have to survive...
Estate Planning When a Family Member Is Disabled
Without proper planning, leaving an inheritance or making a gift to a disabled family member can...
What Do We Do with Mom’s House, When She Dies?
The executor is responsible for finding a buyer and doing all that is necessary to get the best...
The Conversation You Need to Have with Your Parents
Parents are often more than happy to offer financial advice to their children. They like to feel...
Why Do I Need Life Insurance in My Estate Plan?
Life insurance can offer income and saving options for the long term.
How to Locate or Get Copies of Your Aging Relative’s Important...
You might be amazed at some of the bizarre places that people put their documents. It would take...
The Next Wave in Retirement Planning: Digital and Cyber Assets
The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve...
How Does a Life Estate Work?
When you use a life estate, how does it work? What are the restrictions and who pays the property...
Enjoying Your Retirement to the Fullest
Retirement can be a fulfilling period of life but also a stressful one if you haven't planned ahead...
