My father died on Dec. 24, 2014 and I inherited his home after living with him several years before...
Archive - September 2019
Does My Business Need a Succession Plan?
As a small business owner, you should be thinking about your succession plan. A succession plan—or...
So, You Have to Manage Someone Else’s Money – Now What?
I have appointed my oldest son as agent using a durable power of attorney form I got on the...
How Does an Executor Obtain a Credit Report for Decedent?
While it’s not something many people think about until faced with the issue, obtaining a credit...
Retirement Planning: Where to Start?
Contemplation of retirement can be both exciting and intimidating. Obviously, planning for the...
What Changes Will Be Made to Social Security This Year?
Here are five Social Security changes for 2020 that could impact your monthly take-home income.
Beneficiary Designations and Your IRAs
If you have an individual retirement account, do you recall filling out a beneficiary designation...
Succession Planning For Business Owners
A solid estate plan should include your will, a power of attorney and a trust. All of these...
How Do I Discuss My Parents’ Long-Term Financial Goals With Them?
If you haven’t discussed your parents’ long-term financial goals with them, you aren’t alone.
Who Will Inherit the Family Home?
You should go to an estate planning attorney to sort things out and make sure both of you are on...