What Should I Do When My Spouse Dies?
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.
What Is a Marital Trust and How Does It Work?
What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…
Britney Spears: “I Just Want My Life Back”
Britney Spears: “I Just Want My Life Back” Britney Spears opened up to a Los Angeles Judge on Wednesday. She told the judge that "she had been drugged compelled to work against her will and prevented from removing her birth…
How Charitable Giving Can Reduce Your Taxes and Your Medicare Premiums
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
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…
Can I Disinherit Someone In My Will?
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!
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…
What Should I Remember when My Parents Move in with Me?
Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over the past 20 years, parents living with their adult children has become increasingly common.
Family Members With Disabilities Need Special Planning
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?
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…