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Estate Planning with No Heirs

Estate Planning with No Heirs

Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom

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Review These Retirement Planning Criteria

Review These Retirement Planning Criteria

Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.

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Check on Your Beneficiaries…Today!

Check on Your Beneficiaries…Today!

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

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How to Split the Lake Cabin among the Kids

How to Split the Lake Cabin among the Kids

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

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Advice for Blended Families and Estate Planning

Advice for Blended Families and Estate Planning

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of

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Here’s What an Estate Plan Can Do for You

Here’s What an Estate Plan Can Do for You

"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you

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Community Activist Flower Shop at Center of Estate Battle

Community Activist Flower Shop at Center of Estate Battle

“Family issues over the estate of the late Veronica Shoemaker have been settled. Her daughter, Mattie Young, will continue to run the florist shop that

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Learn More about Deferred Charitable Gift Annuities

“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is

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Don’t Wait until It’s Too Late to Estate Plan

Don’t Wait until It’s Too Late to Estate Plan

“Many people don’t see the importance of estate planning, until they have been forced to deal with the adverse effects of not being prepared for

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An Irrevocable Trust Can Help You to Avoid Trying to Divvy Up Your Estate Fairly Among Your Children

An Irrevocable Trust Can Help You to Avoid Trying to Divvy Up Your Estate Fairly Among Your Children

“Even though determining how to pass on assets is not always clear cut, many people decide to simply divide assets equally among their heirs. Yet

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These Are Two of the Biggest Estate Planning Misconceptions

These Are Two of the Biggest Estate Planning Misconceptions

“Although these are just two of the misconceptions regarding wills, they take on special significance because they relate to some of the most important assets

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Estate Planning with a Child with Addiction

Estate Planning with a Child with Addiction

“Many parents who have children struggling with addiction or mental illness are often too consumed with caring for those children in the present, to give

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