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Despite its importance and the inevitable need, AARP did a survey that showed that two of five Americans over age 45 still don’t have a will. Everyone needs a will. Here’s why. Drafting a will with an experienced estate planning…

How can you get the most out of your Social Security check, on a monthly and life-long basis? The article from CNBC, “Get a bigger check by using these Social Security claiming strategies,” explains the steps to follow. Cancelling Social…

For those who work in a non-profit organization, like a school, social service agency, college, hospital system or a museum, the 403(b) plan is the retirement plan offered by non-profit employers. This is a smart way to save for retirement,…

There are a number of ways to find an estate planning attorney, from asking a friend or co-worker to contacting the local bar association for a recommendation. However, the same person who is a good fit for your friend, may…

More than one person has said they don’t want their kids to be spoiled by a large inheritance. However, there is a way to leave money to heirs in such a way, that they have to attain certain markers, like…

Most couples are advised to have a prenuptial agreement before they marry. This is an agreement about what would happen to their assets, just in case the marriage does not work out. Some people have a post nuptial agreement, because…

Here are some interesting statistics: the rate of remarriage has decreased over time for all age groups, except those who are 55 and older. In 1960, only 42% of those 55 and older remarried, and in 2013, that number jumped…

Whether your prize assets are dairy cows, acres of cropland or manufacturing, a business succession plan takes a lot of time to map out. Business plans are often by-products of good succession plans. Planning to hand over a business takes…