Estate Planning

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...

The Role of an Agent Under a Power of Attorney: A Primer Image
08.27.2019

The Role of an Agent Under a Power of Attorney: A Primer

For most people, the phrase “power of attorney” means ve...

Estate Planning Is Not Just For the Wealthy Image
08.20.2019

Estate Planning Is Not Just For the Wealthy

It is a common misconception that financial management and e...