The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve...
Archive - July 2019
How To Avoid Or Deal With Probate
To ensure that our hard-earned money is passed on to the ones we care about, and not lost in...
6 Step Estate Plan For You And Your Parents
Step 1 – Make A Record Of Your Emergency Information Keeping your important information...
Will You Return to the Work World in Retirement?
Perhaps they started saving too late, or they ran into a financial or career setback. That’s one...
Why the Secure Act May Make Your Retirement Less Secure
The Secure Act would upend 20 years of retirement planning and stick it to the middle class.
How Can I Sell My Recently Departed Parent’s Home Without a Hassle?
Before Ashley Carlson’s father died of cancer in 2016, her only experience navigating the real...
What Happens When Real Estate Is Inherited?
There are many questions that come with inheriting a piece of real estate. Do you want to live in...
Special Tips for Retiring Singles
You will want to replace your income. You will also want to stay socially engaged.
I Want to Make a Generous Gift but the Taxes?
The federal estate and gift tax are unified and allow you to give away property above the annual...
You’ve Received an Inheritance. Now What?
Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a...