Estate Planning
Inspiring Women in Retirement: How to Ensure You’re on the Right Path
What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of…
Read MoreDuties and Responsibilities of Trustees of a Living Trust: What You Need to Know
What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that…
Read More10 Reasons You Need a Will
In the event that you die or become incapacitated, have you adequately entrusted your assets to those you love? Wills are not just for the wealthy. According to caring.com, only…
Read MoreFive Ways to Minimize Taxes When You Inherit Money
After someone dies, their assets are usually transferred to their heirs—whether that be their spouse, children, or other blood relatives. Whenever assets are transferred, a tax may have to be…
Read MoreEstate Planning for Valuable Cars or Car Collections
You love it. You know you do. Why else would you spend so much time with it? I’m talking about your favorite car or, if you’re fortunate, car collection. The…
Read MoreHow to Talk to Your Parents About Their Finances
Last Updated: March 7, 2024 Money can be a taboo topic in some families, especially when it comes to talking to your parents about their finances. But understanding your parents’…
Read More8 Asset Protection Strategies for Doctors
Last updated: 02/28/2024 It’s no secret that doctors have higher-than-average incomes when compared to the average U.S. household (in 2024, the average U.S. household income was $59,428. vs. $265,000 for…
Read MoreHow to Protect Your Spouse From the Survivor Trap
Last updated: 02/28/2024 Losing a spouse is difficult enough without having to worry about your finances. Will your spouse be able to maintain their current lifestyle? Or will they have…
Read MoreShould I Pay Off My Mortgage Before I Retire?
Last updated: 02/28/2024 Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off…
Read MoreWhat Are Advance Healthcare Directives and Why Do I Need Them?
Last Updated: February 14, 2024 Preparing for end-of-life care and decisions is uncomfortable and can feel morbid. Still, preparation can ultimately be a comfort to you and your family if…
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