Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are...
Category - Previous Posts
What are the Most Important Items in an Estate Plan During the Pandemic?
Estate planning is the process of arranging, while you are alive, what will happen to your estate...
Is Your Covid-19 Essential Estate Planning ‘Go Package’ Ready?
An estate plan doesn’t do much good, when key people don’t know about it or have access to key...
How Should I Take My Pension?
If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of...
How Do I Avoid the Three Biggest Estate Planning Mistakes?
Planning for death is like any other transition of life, except this is one we can make easier for...
Should I Have an Advance Directive in the Pandemic?
If you get COVID-19 and struggle to breathe, would you want to be put on a ventilator? Whatever...
Using Retirement Funds in a Financial Crisis
U.S. has been making it easier for people to access long-term savings for emergencies, trading...
How a Charitable Remainder Trust Works
The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that...
How Can You Disinherit Someone and Be Sure it Sticks?
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are...
Why You Need an Estate Plan, Especially Now
It's never too early to start working on how your things will be handled, once you pass away.