Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on...
Category - Previous Posts
How Do I Financial Plan, When It’s Only Me?
When it comes to financial planning, we often talk in terms of the couples we work with and how we...
What are Common Mistakes that People Make with Beneficiary...
You may be surprised at how easy it is to make an expensive mistake with your beneficiary...
Passing the Family Business to the Next Generation
Planning to hand off significant assets, especially a business, to the next generation is a...
Show Some Heart: Show Mom Some Love This Sunday (….And Beyond!)!
Motherhood is hard work: moms love, protect, nurture, support, kiss boo-boos, give hugs, wipe...
Figuring Out A Parent’s Financial Life, When They Cannot
Statistics tell us that it is very likely one or both of our parents will end up in a nursing home...
How Do I Make a Seamless Transition of a Family Business?
Planning to hand off significant assets, especially a business, to the next generation is a...
How Do I Estate Plan for a Child with Special Needs?
Estate planning for a child with special needs can be challenging.
What are Some Common Mistakes in Titling Real Property?
Unlike personal property, real property–such as real estate or automobiles–is titled to convey...
What Will Happen If I’m In An Accident?
Most people are aware that an accident can happen, although they rarely think it will happen to...