retirement planning

Can a Disabled Individual Be an Executor or a Trustee? Image
06.15.2021

Can a Disabled Individual Be an Executor or a Trustee?

An important element of creating an estate plan is choosing ...

Types of Life Insurance and How They Can Be Used in Estate Planning Image
06.08.2021

Types of Life Insurance and How They Can Be Used in Estate Planning

Many of us do not start thinking about life insurance until ...

Simultaneous Deaths: What If My Spouse and I Die at the Same Time? Image
06.01.2021

Simultaneous Deaths: What If My Spouse and I Die at the Same Time?

The chances of a married couple dying in a common accident o...

Options for Establishing and Transferring Your IRA to a Loved One Image
05.04.2021

Options for Establishing and Transferring Your IRA to a Loved One

Now, more than ever before, Americans are using a variety of...

What If No One Wants My Stuff? Image
02.23.2021

What If No One Wants My Stuff?

A critical question to ask yourself when creating an estate ...

Third-Party Supplemental Needs Trusts Image
02.02.2021

Third-Party Supplemental Needs Trusts

If you want to provide for a loved one who is disabled or ha...