I wish you and yours a safe and blessed day as we celebrate our “Declaration of Independence” back on July 4, 1776. May we be
There are several solid reasons to prioritize estate planning. A shocking number of Americans do not have an estate plan. Period. Because estate planning encompasses
You must be extra attentive when disinheriting a family member. You know how you want your estate distributed when you die. You also have chosen
A pension plan can be significant help in retirement. Fewer employers offer pension plans than in the past. The numbers of pension plans have fallen
There are several steps to making a life insurance claim. Life insurance is a valuable estate planning tool. No other financial asset can create an
There are certain times in life when you should update your last will and testament. If you already have a last will in place, you
The SECURE Act and the CARE Act impact your IRA. The year 2020 has impacted everyone. And not necessarily in a good way. Across the
The widow of Kobe Bryant wants to amend the trust created by her husband. The deaths of Kobe Bryant and his daughter Gigi in January
Not everything belongs in a safe deposit box. You have a safe deposit box at your local bank. You have decided to keep all of
Tax planning and estate planning are intertwined. Think for a minute about your estate planning goals. What comes to mind? Do you imagine helping fund
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