It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
Have you made preparations? It’s a question I’ve asked clients more times than I can count, but I was reminded of the significance of...
Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can...
The mention of estate planning usually evokes thoughts of a will or trust. But there are other documents that should always be part of...
Your estate planning is complete. A living trust was created because it was the best vehicle to accomplish what you want to do. Now...
May you live in interesting times. Although that sounds like an ancient blessing, it’s believed to be a Chinese curse casting instability and uncertainty...
Over the years I’ve had clients who knew they’d been named in estate planning documents as executor of an estate, and I’ve had others...