Are You Ready for 2026?
You may not be thinking about Jan. 1, 2026. Any New Year’s Eve celebrations being planned now…
Estate Planning Considerations for Minor Children
Creating an estate plan with minor children in mind has a host of variables quite different than…
Top 10 Success Tips for Estate Planning
Unless you’ve done the planning, assets may not be distributed according to your wishes and loved ones…
What Happens when You Inherit a Retirement Account?
The SECURE Act of 2019 reset the game for IRAs and other tax deferred retirement accounts, says…
Does My College Kid Need an Estate Plan?
When it comes to estate planning, we usually think of older adults. However, it’s a topic that…
Is Losing My Balance a Sign of Dementia?
Neurological changes frequently occur at the onset of cognitive decline. However, physical changes may also be telling….
Should I Have a Trust in My Estate Plan?
Kiplinger’s recent article entitled “Why Do I Need a Trust?” says that if having assets distributed outright to a beneficiary…
How Does Probate Court Work?
Probate court is where wills are examined to be sure they have been prepared according to the…
Why Do You Need an Estate Plan?
Everyone benefits from having an estate plan. If you own property, investments, or anything of value, you…
What Is the Purpose of a Guardian?
The most frequently asked questions about guardianship concern when it’s needed, how the process works and is…