What are Signs of Identity Theft?
These red flags signal that your financial data or other personal information may have been breached.
September 14, 2021
What Happens If You Don’t Name Beneficiaries?
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
September 10, 2021
What Should a Power of Attorney Include?
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
September 6, 2021
How Do I Address an Estranged Child in My Estate Planning?
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
September 5, 2021
How Does a Breakthrough COVID Infection Feel?
Generally speaking, vaccinated people who contract COVID-19 and develop symptoms are prone to the same ones that an unvaccinated person might experience. These include fever, cough, shortness of breath, fatigue, body aches, headache, sore throat, congestion, nausea, vomiting and diarrhea. Loss of taste or smell can sometimes serve as telltale clue, although it doesn’t happen to everyone.
September 4, 2021
What are Responsibilities of Trustees and Executors?
A trustee is a fiduciary which, essentially, is a person that owes a legal, ethical and, perhaps, moral obligation to act in the interest of another.
September 4, 2021
What’s a QTIP Trust?
Creating a trust as part of an estate plan can help protect assets and ensure your financial legacy is preserved. If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
September 3, 2021
Does Your Estate Have to Go Through Probate?
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
September 3, 2021
How Important Is a Power of Attorney?
With a Power of Attorney, you designate which individuals are in control of your assets and who can take care of your affairs, if you are unable to do so.
September 1, 2021
Checklist for Estate Plan’s Success
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
August 31, 2021