What Happens To My Will When I Move Out Of State? Feb-2020
Moving to a new state is a fact of life for many people. Whether relocating for retirement, for work, or to be closer to family, our readers often ...
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The SECURE Act Jan-2020
One of the most impactful pieces of legislation affecting retirement accounts in decades was signed into law on December 20, 2019 at the eleventh hour ...
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End of Year Review Dec-2019
It is that time of year again; time to reflect on where you have been and where you are about to go. It is also a prime opportunity to review your ...
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Ten Problems with Your Estate Plan and How to Fix Them Problem # 10: Your Plan Will Not Work Nov-2019
How much time, effort, and expense should be dedicated to your estate plan? The answer to this question can really run the gamut from no consideration ...
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The Ten Biggest Problems with Your Estate Plan and How to Fix Them Problem #9: Your Situation Is Totally Different Oct-2019
Most estate planning ads feature a smiling family with a senior couple surrounded by their children and grandchildren. These stock photos can backfire ...
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The Ten Biggest Problems with Your Estate Plan and How to Fix Them. Problem #8: Spike (Your Idiot Son-in-Law) Sep-2019
To start, let’s be clear, not everyone has an idiot son-in-law (“Spike”) or a horrible daughter-in-law. In fact, most of our in-laws are fantastic ...
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