Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people…
Follow the Money – Create a Treasure Map
You know how “X marks the spot” on a treasure map – so that the treasure can be found? Well, you need to have your own treasure map to your…
Not Having a Will and Not Reviewing your Plan are Common Mistakes
Since estate planning involves thinking about death, many people put it off or simply ignore it until it becomes too late. This kind of unwillingness to face reality can create…
Don’t Let Your Parents Become Victims of the Grandparent Scam
Imagine this… You are an grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she…
Estate Planning Must-Haves for Unmarried Couples—Part 2
In the first part of this series, we discussed how estate planning for unmarried couples can be particularly critical. Many people consider estate planning something couples only need to worry…
Estate Planning Must-Haves for Unmarried Couples—Part 1
Estate planning for unmarried couples can be particularly critical, even though estate planning is often considered something couples only need to worry about after marriage. But the reality is, as…
What about my Pets? Consider a Pet Care Plan or a Pet Trust
If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of your family. Since pets can provide protection, emotional…