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August 2, 2013

5 Common Estate Planning Mistakes to Avoid

From time to time, we like to go over why having a complete, up-to-date estate plan is so important. We hope this article and provide youRead More
July 31, 2013

Young Adults Need Estate Planning Too

Estate Planning for Young Adults is Critical Although it may surprise some people, once a child turns 18 their parents lose the legal ability to makeRead More
July 31, 2013

8 Estate Planning Things to Do Before You Travel

Before taking any trip, most people create a “to-do list” of things they have put off and want to take care of before they leave. HereRead More
July 31, 2013

A Joint Tenant with Right of Survivorship Died. Now What?

Question: I own property as joint tenants with right of survivorship. The other joint tenant died. What should I do now? Answer: You need to removeRead More
July 31, 2013

What’s the Difference Between a Will and Living Will?

Question: I’ve heard of a Will, Last Will and Testament and Living Will. What’s the difference? Answer: Good question. There are two different types of “Will”Read More
July 31, 2013
Richie Valens’ Last Will and Testament

Richie Valens’ Last Will and Testament

The Day the Music Died On Feburary 2, 1959, rock and roll legend Richie Valens was killed in a plane crash in Iowa. Also on boardRead More
July 31, 2013

What Do I Do With An Inherited IRA?

IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts are able to grow to very large amounts because income taxes are deferredRead More
July 31, 2013

Should You Tell Children About Their Inheritance?

Not many parents like to talk to their children about their wealth. How much money people have is typically considered a very private matter, and mostRead More
July 31, 2013

Name a Guardian for Your Children

Parents with minor children need to name someone to raise them (a guardian) in the event both parents should pass away before the child becomes anRead More
July 31, 2013

Life Cycle of a Charity

Charitable and other organizations that meet the requirements of Internal Revenue Code section 501(c)(3) are exempt from federal income tax. Donations made by individuals and corporationsRead More