Blog

Jan. 23, 2023

An “I Love You Will” is a last will and testament in which the testator—the person who makes the will—leaves everything to his or her spouse.

Jan. 19, 2023

When most people think of estate planning, usually writing out their will comes to mind. While a will can help you accomplish a few important planning goals, it’s certainly not a complete plan to protect your future.

Dec. 28, 2022

Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement?

Dec. 7, 2022

Digital technology has transformed the way we live. Our society has irrevocably plunged into the digital world. As technology becomes ever more deeply embedded into our daily lives, we need to plan accordingly.

Dec. 6, 2022

The term “sandwich generation” refers to people who are raising their own children while simultaneously trying to care for aging parents. If you are “sandwiched” between these two roles, the stress can seem overwhelming. Here are some tips for managing the challenge.

Nov. 10, 2022

How can you prevent your heirs from fighting over items with sentimental value? Many people believe that a statement in a will or trust that basically says “tangible personal property should be divided as my heirs see fit” will solve the problem.

Oct. 25, 2022

Who should raise your children if, for some reason, you or your spouse are unable to do so? It’s not an easy question to answer, but if you have young children, it is a topic you most certainly should address in your estate plan. Otherwise, a court will decide, and their decision will probably not be the same as the one you would have made and may not even be in the best interests of your children.

Oct. 20, 2022

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the cost of medical care, and more.

Oct. 4, 2022

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate plan as something that grows and changes with you?

Sept. 20, 2022

A dementia diagnosis is a traumatic time for any family. Dementia happens slowly and progressively over time. In the early stages, some symptoms are often thought of as just signs of aging.