When you think about your estate, you may think about your personal property, real estate, or...
Category - Previous Posts
Why Estate Planning is Essential for Small Business Owners
Developing a proper business plan, securing financing, marketing, paying taxes and all of the other...
Leaving a Legacy Is Not Just about Money
Leaving a legacy — sounds like something only wealthy people can do, right? It can be something...
A Sensible Look at Social Security
As people approach the age of 60, many of them start thinking about how and when to access their...
Second Time Down the Aisle? Make Sure Estate Plan Is Ready
The first thing to realize is that as soon as you marry, your spouse is granted certain inheritance...
Dissolving the Mystery of Probate
Probate is not always an efficient process. However, it is the way to properly dispose of an...
Women and Social Security Benefits in a Two-Income Household
The structure of the Social Security benefit designed for women has not kept up with their changing...
Do Annuities in 401(k)s Work for Retirement Income?
Proposed U.S. legislation would make it easier for employers to offer annuities in 401(k)...
Estate Planning Basics Everyone Needs
For many of us, the thought of our own death or incapacity is uncomfortable to consider. Fear of...
Should I Roll a 401(k) Into an IRA?
What should you do with the money in your 401(k), when you leave your job?