When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Are You to Blame for Your Retirement Mistakes?When it comes to retirement investing, the dangerous moving part is - you. According to a recent Forbes article titled ... Investing
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US Supreme Court Ruling Permits Creditors to Go After IRAsIn a unanimous ruling written by Justice Sonia Sotomayor, the court said inherited IRA money not received from a spouse isn't ... Asset Protection
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Family Feud Breaks Out During Casey Kasem’s Final DaysThe public battle -- always emotional and sometimes bizarre -- began in October 2013 when daughters Julie and Kerri led a ... Estate Planning
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Don’t Invest with an “Island” MentalityThe result of an "island" mentality is a portfolio that isn't fitted to the individual for maximum efficiency. A ... Asset Protection
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Didn’t Handle Finances Before Your Divorce? It’s Time to Get Some Help!"Now, all of a sudden, sometime without much or any warning, it's all thrust onto her plate. It's quite an adjustment ... Asset Protection
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Hot Market for Business SalesThe last big M&A wave happened in the early 2000s, according to Ward. A very active M&A period is usually accompanied ... Business
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Retirement UncertaintiesAround 60 percent of those surveyed described themselves as "terrified" of what health care costs could potentially ... Estate Planning
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Letter of Intent – Your Blueprint For Estate PlanningEnsure your child's care with a Letter of Intent. This vital estate planning document provides guidance for guardians and reflects your wishes and vision.
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Money To Part With, But No Heirs — Where Should Your Dollars Go?"We say to people: 'If you do nothing, your money will go to the state. Is that what you want?' That's enough to make ... Asset Protection
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Roth IRA: The Cadillac Of Inherited Retirement AccountsA general rule is that Roth IRAs are good accounts to leave to loved ones. Distributions typically are tax-free, and if your ... Asset Protection
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E-Z Legal Form Wasn’t So Easy AfterallIn this case, Ms. Aldrich created her Will using an "E-Z Legal Form". In her Will, she specifically identified ... Estate Planning
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Pre-Marital Money TalksBefore you or a loved one says "I do," there are a few things you should know about their money habits. Something ... Asset Protection
