Latest Blog Posts
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
Posted on: February 21st, 2014
(For IRAs and Other Tax-Deferred Retirement Accounts)
Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out....
The Many Needs for Life Insurance in Our Lives
Posted on: February 19th, 2014
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and charitable giving....
5 Common Estate Planning Mistakes to Avoid
Posted on: February 17th, 2014
From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes to avoid....
Treating Children Fairly Does Not Necessarily Mean Equally
Posted on: February 14th, 2014
Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider....
Four More Common Estate Planning Mistakes
Posted on: February 12th, 2014
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....
The Advisory Team Approach to Estate Planning
Posted on: February 10th, 2014
Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas....
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