While every estate is different, it’s helpful to have a step-by-step guide to take you through what can often be a confusing planning process. Following a guide can help ensure you do things in the right order and don’t forget any important parts. Don’t let procrastination be an enemy. If you haven’t already created an […]

Continue Reading

You know the old adage about having your cake and eating it, too. And the other one about not being able to take it with you. With a charitable remainder trust, you can have some of your cake to enjoy in retirement, and you can have the rest to dispense as you see fit. With […]

Continue Reading

Have you heard the phrase “not your grandparents’ (or parents’) retirement”? It’s often used by industry professionals and the media when describing how today’s workers envision their golden years. Gone are the rocking chairs, replaced with a more active lifestyle that may include second careers, delayed retirements, philanthropy, and other endeavors. But this phrase also […]

Continue Reading

Thinking about death probably isn’t your idea of a fun weekend activity. Considering the probate process, and how to avoid probate, likely isn’t high on your list either. But estate planning is an important topic. With some thought, you can help ensure that attorney fees, court costs, or taxes don’t eat up too much of […]

Continue Reading

Key Takeaways Create a will and name beneficiaries for your life insurance policy and retirement accounts Use a living will to document your medical wishes in the event you can’t make your own decisions Consider a charitable remainder trust to generate income now and leave a legacy Even if you are single, childless, and don’t […]

Continue Reading

Key Takeaways Write a will to help preserve your assets and protect your wishes Include personal property and other assets, not just money Name a guardian to care for any minor children or dependents Choose beneficiaries for life insurance policies and retirement accounts When the topics of estate planning and writing a will come up, […]

Continue Reading