Latest Blog Posts
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....
Planning For Incapacity and Long-Term Care
Posted on: February 7th, 2014
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care. Unfortunately, too few plan for an event that is more likely to be a probability than a possibility--and the consequences of not planning can be disastrous for all involved....
What to Do with an Inherited IRA
Posted on: February 5th, 2014
IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins to take distributions, usually after reaching age 70 1/2 .
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