While legally you may not need all-new estate planning documents if you move to a different state...
Category - Previous Posts
What Should I Do when Spouse Dies?
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help...
Every Adult Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will...
A Health Savings Account Can Improve Financial Outlook
Open an HSA in minutes to help you save on taxes, cover medical expenses and grow your retirement...
When Did You Last Review Beneficiary Designation Forms?
When it comes to your retirement accounts, do you know who your beneficiaries are? These types of...
Divorce, Death and Details: Missteps can Create Estate Planning...
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete...
Should You Gift Stocks as Part of Your Estate Plan?
Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in...
What are My Taxes on a House I Inherited?
When a house is sold, the seller is responsible for paying tax on the profit in the year of the...
What’s the Difference between Per Stirpes vs. Per Capita in...
Here’s a closer look at what per stirpes vs. per capita means.
Can You Amend a Power of Attorney?
If the durable power of attorney can't be transferred, what needs to be done to establish a new...