Blog

Not Sure How to Handle a Large Inheritance?

  • July 17, 2019

The responsibility of a large inheritance is one that many people take very seriously. Sometimes, this can be a stressful situation, even though that sounds unlikely. Maybe you buy the occasional lottery ticket or hope for a windfall from a…

Read More

Avoid These Four Retirement Snafus

  • July 17, 2019

Miss these four factors and even the best retirement plan will fall apart fast. Spare yourself and your loved ones the high costs and stress that take many people by surprise. If you don’t plan for these big four elements…

Read More

How Beneficiary Designations Can Doom Your Estate Plan

  • July 17, 2019

Dotting the i’s and crossing the t’s makes all the difference when it comes to estate plans. If beneficiary designations are not up-to-date, unintended individuals like ex-wives can end up with the surprise gifts! Until all the detail work has…

Read More

Will a Living Trust Really Work Better Than a Will?

  • July 17, 2019

The potential for avoiding the process and costs of probate makes some people feel like living trusts are the answer to their estate planning problems. However, there are certain limitations and costs associated with trusts, which need to be considered…

Read More