Estate Planning

529 Plans – What You Need to Know Image
11.12.2019

529 Plans – What You Need to Know

According to U.S. News and World Report, for the 2019-2020 s...

Identity Theft: Not Just an Issue for the Living Image
10.29.2019

Identity Theft: Not Just an Issue for the Living

Identity theft is the last thing a grieving family should ha...

My Loved One Has Died – What Do I Do Now? Image
10.22.2019

My Loved One Has Died – What Do I Do Now?

When a family member or other loved one dies, grief and shoc...

Missed a Required Minimum Distribution?: Here Is How to Fix It Image
10.15.2019

Missed a Required Minimum Distribution?: Here Is How to Fix It

The retirement years are supposed to be carefree—but what ...

Can I Refuse an Inheritance? Image
09.24.2019

Can I Refuse an Inheritance?

Why would anyone want to refuse an inheritance? Although it ...

Legal Paperwork Cheatsheet: A Guide to the Top 12 Must-Have Documents Image
09.17.2019

Legal Paperwork Cheatsheet: A Guide to the Top 12 Must-Have Documents

Whether you own a little or a lot, the last thing you want t...