Bummers for Boomers – 5 Common But Avoidable Estate Planning Mistakes
Bummers for Boomers In his article "Estate Planning Mistakes Every Boomer Should Avoid," author Casey Dowd enumerates some of the...
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December 23, 2014
Wills
Wills
About Your Last Will and Testament
Your Last Will and Testament When most folks think of estate planning they think of making a Will. A Will...
December 8, 2014
Estate Administration
Estate Administration
The 6 Rules of Estate Administration
The Rules of Estate Administration Probate is the process by which a deceased person’s property, known as the “estate,” is...
June 13, 2014
Estate Plan, Estate Planning
Estate Plan, Estate Planning
Estate Planning for the Blended Family
Little attention has been paid to the estate planning issues confronting blended families. A blended family or step family is...
January 22, 2014
Estate Plan, Wills
Estate Plan, Wills
Helping Your Heirs Sort Out Your Finances Once You’re Gone
The Paperless World Can Leave Heirs In The Dark As people increasingly go "paperless", using the online features of banks...
October 22, 2013
Estate Planning, Wills
Estate Planning, Wills
Paperless World Can Leave Heirs in the Dark
Build a Roadmap to your Assets As people increasingly go “paperless” - using the online features of banks and brokerages...