Estate Planning a Necessity for Small Business Owners
“As a small business owner, you have worked incredibly hard to make your business a success. What began as an idea is now, due to your...
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Aug 13, 20193 min
Are the Wealthy Really Different than the Rest of Us?
“The markers of generational wealth are manifold, from the promise of a good education to the security of homeownership. Wealth begets...
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Aug 12, 20193 min
How Does an Irrevocable Trust Work?
“An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate planning process. If you have a sizable...
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Aug 9, 20193 min
Why the Secure Act May Make Your Retirement Less Secure
“The Secure Act would upend 20 years of retirement planning and stick it to the middle class.” The problem with the Secure Act is that it...
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Aug 8, 20192 min
Will You Return to the Work World in Retirement?
“Perhaps they started saving too late, or they ran into a financial or career setback. That’s one reason why more people are working...
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Aug 7, 20193 min
Avoiding a Family Feud When Choosing a Power of Attorney
“Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without...
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Aug 6, 20192 min
The Next Wave in Retirement Planning: Digital and Cyber Assets
“The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve said this a million times but stop...
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Aug 5, 20193 min
Are You Sure You’re Financially Prepared for Retirement?
“Experts advise closely evaluating your expenses, sources of income and the potential tax implications that come with different types of...
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Aug 2, 20192 min
What Do These People Know about Retirement that You Don’t?
“In fact, 18% of both baby boomers and Gen Xers expect to work past age 74, according to Northwestern Mutual's 2019 Planning & Progress...
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Aug 1, 20192 min
Surprise! Retirement Is Not Tax-Free
“Since its debut nearly 40 years ago, the 401(k) has emerged as one of the premier tools to save for retirement in America. In fact, when...
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Jul 31, 20192 min
When Is the Best Time to Disinherit a Child?
“I have a sister, who I have not seen or heard from in 40 years, when she said she hated all of us and never wanted anything to do with...
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Jul 30, 20192 min
Why You Need a Power of Attorney in Your Estate Plan
“A power of attorney is a way for you to designate a person of your choice to make decisions for you.” Related documents are the health...
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Jul 29, 20192 min
Another Good Reason to Update Your Estate Plan: Taxes
“If you haven’t checked your estate plan in recent years, now may be the time.” In the article “Updating estate plan could save heirs in...
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Jul 26, 20192 min
Judge Rules against Oil Tycoon, Three Companies Remain in Family Trust
“Denver oil tycoon Jack Grynberg won’t get a penny for the years he spent building a billion-dollar empire for his family, after they...
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Jul 25, 20192 min
Choosing an Active Adult Community
“…if you’re contemplating moving into an age-restricted community, finding one that’s right for you takes work. While active adult...
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Jul 24, 20192 min
You’ve Received an Inheritance. Now What?
“Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a lucky lottery winner? Inheriting money...
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Jul 23, 20192 min
Just How Do Those Transfer on Death Accounts Work?
“Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among...
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Jul 22, 20193 min
No End in Sight for Social Security Scams
“I recently received a strange call from a Social Security employee. He told me my Social Security number had been suspended because it...
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Jul 22, 20192 min
Leaving a Legacy Is Not Just about Money
“Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a...
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Jul 19, 2019