ESTATE PLANNING
An estate plan is a legal strategy that addresses how your money and other assets will be distributed upon your death.
If you’re recently engaged, let us first say congratulations. Remarrying can be an exciting time in life, full of promise for new love. But it is also one of those major life events that can affect your estate plan. Be sure you have your bases covered by following the...
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George H.W. Bush passed away on November 30, 2018 at the age of 94, making him the longest living President in United States History. His death came a mere eight months after the passing of his wife, Barbara Bush. While his storied life has already shaped the former...
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Approximately half of Americans fail to make an estate plan, which can be a major mistake. Real estate investors have even more to lose without an estate plan. So what are some of the tools that we use for an effective estate plan? What can you do today to make life...
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Charitable contributions are a popular strategy among the wealthy for lowering tax payments. But this method isn’t exclusively for the Michael Dells and Kim Kardashians of the world. Investors from all income levels, including you, can use it too. But even savvy...
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Designating a proper beneficiary is essential for retirement account holders to guarantee their interests will be served. Whether you’re using a Self-Directed IRA or 401(k), you want to ensure that you are doing the most you can for the appropriate beneficiary....
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End of life matters are not always easy to think or talk about. However, making plans now, while you are healthy enough to do so, can save your loved ones time, money, and heartache. After all, the last thing anyone wants to do is lose a loved one and then be...
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