Include Fido or Fluffy in Estate Planning
The best way to take precautions and ensure your pet will be well cared for, is by doing some estate planning.
What Does a Successor Trustee Do?
I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?
Retirement Accounts Targeted by Cybercriminals
Unlike with stolen credit cards, a saver's losses to fraud in retirement investment accounts aren't limited by federal law, although mutual fund companies typically say they'll reimburse funds lost to fraudulent activity.
Five Estate Planning Mistakes to Avoid
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
Business Owners Should Start End-Game Planning Now
Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.
Creating an Estate Plan Should Be a New Year’s Resolution
With a new year upon us, it is a perfect time for people who have not begun the process to understand the benefits of getting a plan started.
Life Insurance Is a Good Estate Planning Tool but Needs to Be Done Carefully
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
What Are the Biggest Estate Planning Questions I Need to Answer?
The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans. Afterall, they’re not rich, so why make the effort?
Elder Law Estate Planning for the Future
You make things easier for the children, by planning for the possibility of a nursing home stay because you take the burden off the children to make crisis decisions for your long-term care costs.
What Do I Tell My Children About Their Inheritances?
Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.