A terminal illness is an emotionally complex time for everyone involved. It’s clearly not the best time to be making decisions that can impact your family for years or even for generations. Yet many put off making financial and estateREAD MORE
Financial Planning
When planning estates, most tend to focus on the big tickets items such as the house and investments. These items are important but it’s also important to include estate personal property that will be passed on to your heirs. OftenREAD MORE
We were recently asked to help someone who had a very unusual problem with her 401(k). While the combination of problems was unusual, the situation illustrated several common mistakes people make. In this case, the combination of mistakes compounded intoREAD MORE
Let’s face it: debt is part of the American way of life. According to the Federal Reserve, total consumer debt (mortgage, credit card, auto and other) totals $12.7 trillion, or roughly 99% of disposable personal income. Of this, revolving debtREAD MORE
We all hear stories of celebrities such as Prince dying without proper estate documents. It’s natural to wonder how they could be so irresponsible. But estate problems are not limited to irresponsible people. In fact, even people who had aREAD MORE