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Estate Planning • Business Strategy

Estate Planning

What Should I Address Finances, If Diagnosed with Alzheimer’s?

If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.

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Estate Planning

What If I Don’t Want Medicare?

Many people look forward to the day when they finally can sign up for Medicare. However, not everyone feels that way.

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Estate Planning

What Emergency Documents Do I Need in Pandemic?

What Emergency Documents Should I Have?

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Estate Planning

Which Celebrities have Left Spouses Out of Their Wills?

A marriage isn’t only an expression of love. It’s also a legal arrangement, and as such, many states have laws on the books dictating that when a person dies, their spouse becomes their de facto heir or guardian of their estate.

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Estate Planning

What Retirement Questions Should I Be Asking at 60?

Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.

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Estate Planning

What’s the Best Way to Fix Social Security Earnings Record?

Your annual earnings determine the amount you will receive from Social Security in retirement. However, incorrect or omitted earnings could cause you to miss out on thousands of dollars in retirement benefits. It’s up to individual employees to spot mistakes and take action to correct them.

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Estate Planning

What Is a Living Trust Estate Plan?

While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.

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Estate Planning

What Happens when Homeowner Dies without Will?

How do we move into probate, so we do not lose the house and bank accounts, while not killing ourselves in the process?

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Estate Planning

Common Mistakes when Making Beneficiary Designations

Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.

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Estate Planning

What Is Family Business Succession Planning?

If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.

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