If someone offers you a COVID-19 test in exchange for your Medicare information, run in the other...
Archive - June 2020
Tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as...
Can You Place a Life Insurance Policy in a Trust?
A trust is often only as good the trustee in charge of it. Read on, as we examine the important...
Do You have an Estate Plan Blueprint?
When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
What’s the Difference between Revocable and Irrevocable Trusts?
Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is...
Estate Planning Basics for Difficult Times
With all these anxieties and unknowns weighing on your mind, it might feel like there’s suddenly a...
Did Kirk Douglas Leave His Wealth to His Son Michael?
Kirk Douglas chose to leave his $61 million fortune to charity, rather than giving any to his son...
What Happens When Mom Refuses to Create an Estate Plan?
If there's a family member or a friend in your life who refuses to do their will and get their...
How Does a Spendthrift Trust Protect Heirs from Themselves?
What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure...
Should I Give My Kid the House Now or Leave It to Him in My Will?
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart...