Has a loved one named you their financial power of attorney? Are you ready to take on all the...
Archive - May 2020
Some Counterintuitive Retirement Strategies
There are many ways to implement a successful retirement strategy. One of them is to carefully map...
What Do I Need to Retire?
One of the biggest threats to your financial security isn’t the markets, interest rates or even...
When Should I Update My Estate Plan?
Has it been awhile since you reviewed your estate planning strategy? If so, it may require some...
How to Keep the Family Vacation Home in the Family
Is it time you made a decision on the future of the wonderful getaway that everybody loves but only...
How Family Businesses Can Prepare Now for Future Tax Changes
Coupled with the upcoming presidential election, small to mid-sized business owners are faced with...
What if I Don’t Have a Will in the Pandemic?
Until now, you may have viewed writing a will as something you’d get around to doing someday...
Do I Need an Estate Plan with a New Child in the Family?
If you have children or are expecting one, you may also want to take the three big estate planning...
Which Takes Priority in a Conflict: a Will or a Trust?
A will and a living trust are both part of a comprehensive estate plan, that sometimes are...
Top 10 Reasons to Get Going on an Estate Plan
It took my husband Mike's heart attack to force us to recognize the need for having an estate plan...