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Steps to Take When a Loved One Dies

Steps to Take When a Loved One Dies

WXYZ Detroit’s recent article, “Tips you need to know to take a loved one's estate through probate,” explains that within 42 days of the death,

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Saying “I Do” Again in Your Golden Years

Saying “I Do” Again in Your Golden Years

A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal

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Hybrid Life Insurance as an Estate Planning Tool

Hybrid Life Insurance as an Estate Planning Tool

The concept of leveraging your assets and maximizing your estate with life insurance is a common strategy that has been used by many retirees for

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Blended Family Estate Planning

Blended Family Estate Planning

The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for

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Make a Plan to Make a Plan for Retirement

Make a Plan to Make a Plan for Retirement

Everyone’s busy with families, careers, home-buying, and then one day, college for the kids. It shouldn’t be too surprising that retirement planning takes a back

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Unlike Fine Wine and Some Fancy Cheeses, an Estate Plan Doesn’t Get Better with Age

Unlike Fine Wine and Some Fancy Cheeses, an Estate Plan Doesn’t Get Better with Age

Your estate plan may be aging as we speak. It could be getting obsolete and not reflect your current circumstance, objectives, and desires. As the

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Plug Your Nose and Draft a Will!

Plug Your Nose and Draft a Will!

As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family

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Check This Checklist and See What You Need to Do for Your Estate Plan

Check This Checklist and See What You Need to Do for Your Estate Plan

People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a

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Divorce After Age 50 and the Impact on Retirement Plans

Divorce After Age 50 and the Impact on Retirement Plans

There’s an increasing number of older adults who must address this issue. The divorce rate among U.S. adults 50 and older doubled between 1990 and

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Does Your Estate Plan Include “The Big Three”?

Does Your Estate Plan Include “The Big Three”?

NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”

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The Tax Consequences of Life Insurance Death Benefits

The Tax Consequences of Life Insurance Death Benefits

Forbes’ recent article, “Are Life Insurance Proceeds Subject to Taxes?” says that your beneficiary typically won’t be required to pay income tax on death benefits.

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Roll with the Changes After a Divorce…Including Beneficiary Designations

Roll with the Changes After a Divorce…Including Beneficiary Designations

“What happens if you don’t make changes?” While you don’t plan ahead for a divorce, you should immediately take steps to ensure your interests are

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