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Latest articles
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 Disasters
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 Estate Planning?
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...
How Do You Plan for the Death of a Spouse?
Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
FACT: Study Reveals Farmers Have a Higher Chance of Getting Dementia
Those who held long-term jobs in agriculture, forestry and fishery had a 46% greater chance of...
What Happens to Credit Card Debt when Someone Dies?
If you get bogged down with a high balance that you can’t easily afford to pay off, it can take...