How Charitable Giving Can Reduce Your Taxes and Your Medicare Premiums 06/18/2021 Christopher A. Mattern Many people give donations at year-end to support their favorite charities—and to reap the tax benefits of doing so. But what many generous folks don’t realize…
A Financial Advisor’s Role in Estate Planning Katie Camann November 3, 2020 A Financial Advisor’s Role in Estate Planning. When forming an estate plan, a financial advisor plays a crucial role. As a financial advisor, you are focused on the client’s…
Four Ways to Disinherit Family Members If you don't want your deadbeat brother or even an estranged spouse inheriting your estate, you have to tread carefully. by: Daniel A. Timins, Esq., CFP® November 13, 2019 Can I Disinherit Someone In My…
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN! By Kevin P. Sweeney, JD, CFP® Home|Good to Know|Why Your Digital Assets Need a Place in Your Estate Plan As the world goes increasingly digital, many of us…
Family members with disabilities need special planning Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens. It’s not uncommon for…
Should I get a Prenup? BY DORI ZINN Updated December 09, 2020 Marriage is supposed to be forever, but for some couples, divorce—not death—do them part. Fortunately, the divorce rate has been dropping in recent years, but it was still…
Different Types of Power of Attorney (and Who Needs Them) By Jessica Sillers — Mar 19, 2019 The plan is for us to have minds like a razor for the rest of our lives. That said, protecting our family sometimes means hoping for…
What Happens During the Probate Process? The steps of probate are similar, even if there is no will. Probate is the court-supervised process of authenticating a last will and testament if the deceased made one. It includes locating and determining the…