» Uncategorized

Owning any real estate is a good reason to have a living trust. The same applies to stock and other securities held outside of a retirement account. A living trust is a great idea if you have a sizeable estate with real property involved. A living tr… Read More

The best estate planning not only addresses our affairs after death, it also positions us to deal with our affairs under potentially adverse circumstances during our lifetime. When people hear the term "estate planning," most immediately th… Read More

There's endless complication surrounding estate planning, tax and investment strategy. It seems complex, but it really isn't. That's because wealth building is so simple it can be explained in one sentence — Spend less than you earn… Read More

No One Should Wait Until They Are Old To Do Estate Planning. Paul Walker’s will was signed in August of 2001, when he was only 28 years old.  This is the same year his first Fast & Furious movie was released. Although it seems that there a… Read More

While saving more for retirement is a popular New Year's resolution, it often fails because people don’t have a plan to actually save more. The first months of the New Year are over. Are you on track to save as much for retirement as you thoug… Read More

The best source of prevention is good estate planning, done while the person is clearly of sound mind.  While the specifics of Nelson Mandela’s estate plan are not yet known, one thing is for nearly certain … his estate and legacy will be th… Read More

… This is government insurance for people who have very little money that covers, among other things, the cost of home care and nursing home care when a recipient can no longer care for himself. What is Medicaid? More than likely you have heard… Read More

Children almost always interpret unequal inheritances as an expression of unequal love, Witt told her clients, and giving one child more than another may make them feel slighted and angry. When planning to pass on your estate, you may feel like all w… Read More