A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with friends and family, eat healthier, learn a new...
Have You Made New Year’s Resolutions?
Unique Gift Ideas That Benefit You Too
You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by year-end gift giving. Learn about several advantageous...
What Happens When Spouses Work Together and Get Divorced?
We spend so much of our lives working, it is understandable that many of us end in relationships with co-workers. In fact, CareerBuilder.com reports that 39% of people end up dating a co-worker and 30% of those people end up marrying...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation
With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not...
Will Your Trusted Decision maker Be a Hero or Villain?
Failing to Appoint Trusted Decision Makers
While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I...
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan?
Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that...
Protecting Your Legacy from a Beneficiary’s Lead Foot
Hold an inheritance in trust instead of giving it to a beneficiary outright. Had the brokerage account in the above scenario been held by a properly drafted trust of which your child was the beneficiary instead of being left to your...
How a Traffic Ticket Can Impact Your Estate
A traffic ticket can be expensive, but it is important to understand that ignoring a traffic ticket does not make it go away and could actually result in additional fines, suspension of your license, or even a warrant for your arrest....
Things to Remember When Pulled Over by a Police Officer
Keep calm and still, with your hands on the steering wheel. You should stay in your vehicle, avoid making any sudden movements, and keep your hands in sight on the steering wheel. If you need to move, you should tell the...
(Grand)Parenting 2.0
According to the National Census Bureau, grandparent-headed homes are among the fastest growing household types in the United States. Grandparent-headed homes are defined as living arrangements where the primary financial and caregiving responsibilities are held by one or more grandparents rather than a parent. Though the... 