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Estate Plan Keeping the Stepchildren in Mind
Jul 11

2019

Estate Plan Keeping the Stepchildren in Mind

As divorces have increased over the past two decades, the need to protect stepchildren in an estate plan has proved critical. Without a proper plan, your child could be shortchanged…

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4 Tips for Avoiding a Will or Trust Contest
Jun 23

2019

4 Tips for Avoiding a Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid…

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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Jun 10

2019

Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

If you have estate planning documents, an important item to add to your calendar is getting a regular estate plan checkup.  Don’t Have an Estate Plan?  If you don’t already…

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Caution: Creditors Have Easy Access to Inherited Retirement Accounts
May 23

2019

Caution: Creditors Have Easy Access to Inherited Retirement Accounts

Do you have IRAs or other retirement accounts that you plan to leave to your loved ones?  If so, proceed with caution. Unlike personally owned retirement accounts, inherited retirement accounts…

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