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The Many Responsibilities of Inheriting a Home

Understanding what happens when you inherit a house, as well as addressing the tough financial and emotional decisions on what to do with the home, can be intimidating.

Posted on: January 10, 2020

How Did Alzheimer’s Impact the Estate Planning of These Famous People?

In honor of Alzheimer’s Awareness Month - and the more than five million Americans living with the disease - we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…

Posted on: January 9, 2020

How Can Life Insurance Help My Estate Plan?

As people decide what they should do to benefit their spouses and families, considering life insurance in retirement can help protect, build and transfer wealth in one of the simplest ways possible.

Posted on: January 8, 2020

How Estate Planning Keeps the Peace for Blended Families

Even a close family can have quarrels and confrontations, but these conflicts tend to be more prominent within a blended family.

Posted on: January 7, 2020

Succession Planning for Family Owned Farms

Whether you are just now embarking on your succession journey or are somewhere in the middle, remember the four Cs: clarity, certainty, continuity and communication.

Posted on: January 6, 2020

Self-Employed Retirement Success Requires Discipline

A recent study by retirement research company Plansponsor, a division of Connecticut-based Asset International Inc., shows of those surveyed nationwide, only 56% of independent workers were actively saving for retirement, compared with 72% of traditional workers.

Posted on: January 3, 2020

How Do I Reduce My Blended Family Fighting Concerning My Estate Plan?

Even a close family can have quarrels and confrontations, but these conflicts tend to be more prominent within a blended family.

Posted on: January 2, 2020

What Should I Know about Estate and Inheritance Taxes with Property in Two States?

I want to save on estate and inheritance taxes for my heirs.

Posted on: January 1, 2020

Disinheriting Loved Ones is A Common Mistake

Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.

Posted on: December 31, 2019

How Much Control from the Grave Can Parents Have?

They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?

Posted on: December 30, 2019