Blog Archives for tag Assets

Go Red for Women

        Heart disease is the number one killer in the United States.  One in three women will… Continue reading »

What is the difference between a Will and a Trust?

A Will and a Trust are both estate planning tools, with some similarities and differences. There are advantages and disadvantages… Continue reading »

Estate Planning Tune-Up Time

There are certain live events that will trigger the need to have your estate plan reviewed and possibly updated. Some… Continue reading »

How Can I Protect My Children’s Inheritances from Divorce or Creditors?

Typically, a will provides that a person’s assets will be distributed to his or her children upon that person’s death. … Continue reading »

Happy Martin Luther King, Jr. Day!

On the third Monday of January we celebrate the birthday of Rev. Dr. Martin Luther King, Jr.  King is remembered… Continue reading »

What are the odds your family will need estate planning?

Anyone who will die someday needs to plan for that eventuality! Planning for disability or incapacity is also a concern… Continue reading »

Optional Tax Planning Still Available for the Beginning of the New Year

Although the ball has dropped in Times Square, there is one 2014 tax planning option you still have an opportunity… Continue reading »

Congratulations—You Have An Estate Plan!

Bravo! You did it! You finally have an estate plan. After all these years of “waiting for the right time”… Continue reading »

Should I name my trust as the beneficiary of my IRA’s and Qualified plans?

For your trust to be the beneficiary of your retirement plans your trust must be a “Qualified Trust”. Some of… Continue reading »

Make your New Year List

As we know, the holiday season is a great time to come together as families and enjoy each other’s company…. Continue reading »


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