Estate Planning for Millennials: Your Ultimate Guide Estate Planning for Millennials: Your Ultimate Guide. Nearly everyone’s heard of an estate plan or will, yet only 40% of people have a will or living trust. While many think of estate plans…
The Aging of America: Will the Baby Boom Be Ready for Retirement? This article is part of a broader study of saving funded by the National Institute on Aging and TIAA-CREF. The baby boom generation—the roughly 76 million people born…
5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…
Having a comprehensive estate plan won’t do you much good if no one can find it. Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.…
Inheritance Laws in Florida Chris Thompson, CEPF® SEP 11, 2019 In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates…
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…
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…
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…
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…