Estate and Insurance
Why You Might Want to Create a Donor-Advised Fund
A DAF can be a great way to give, with potentially great tax breaks.
11.15.18 Estate and InsuranceIncluding Digital Assets in Your Estate Plan
What should you know? What should your executor know?
10.21.18 Education PlanningShould You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.
10.21.18 Estate and InsuranceThe Importance of Equitable Estate Planning
Have you considered the factors that may promote inequality in wealth transfer?
10.21.18 Estate and InsuranceMinimizing Probate When Setting Up Your Estate
What can you do to lessen its impact for your heirs?
10.02.18 Estate and InsuranceGetting Your Personal Finances in Shape for 2019
Now is a good time to assess where you stand and where you could be.
09.11.18 Education PlanningLeaving a Legacy to Your Grandkids
Now is the time to explore the possibilities.
07.31.18 Estate and InsuranceDo You Know Who Your Beneficiaries Are?
Why you should periodically review beneficiary designations.
06.15.18 Estate and InsuranceHow Much Do You Really Know About Long-Term Care?
Separating some eldercare facts from some eldercare myths.
05.18.18