When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked
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Get It Together!
When life gets busy it’s easy to become more passive about managing your bank accounts and credit cards by letting receipts, bills and statements pile
Conservatorships and Guardianships: What’s the Difference?
Bobby Brown and Pat Houston will be co-guardians for Bobbi Kristina Brown. Their attorneys said in a statement Friday that Bobby Brown and the sister-in-law
Is “Crummey Power” Really Good or Really Crumby?
There was one estate planner who had a stroke of marketing brilliance a long time ago. He or she decided that we should call death
Are You Ready for Cousin Itt to Be the Guardian of Your Kids?
Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a
Living Longer Means Better Estate Planning
Living longer changes the dynamics of financial planning. Old age can be very expensive. Everyone is different and there is no way to predict the
Announcing Your Estate Planning Service Team!
Help is on the way! Let’s meet the team members who are there to help you to be a great fiduciary, or for you to
Baby Boomers Need to Remember Estate Planning with Their Retirement Planning
Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing
Common Senior Mistakes in Retirement Planning
While there is nothing that can guarantee that you will have sufficient money to cover all potential costs in retirement, there are certainly some common
Two Major Mistakes in Estate Planning
You're probably well aware of the need to orient your investments toward retirement, but you might be less aware of the need for an estate
Special Concerns for Unmarried Couples
For unmarried couples, making a will is paramount, especially if they are sharing a home owned by just one member of the couple. If the
Two Uncomfortable Topics: Death and Debts
When a loved one dies, is it possible to inherit their debt? It's a serious question for heirs, and particularly for couples who hold debt