Simple next steps when your loved one passes without a will

Firstly, if you are reading this article and seeking information because you have recently lost someone, please allow us to say that we recognize your pain, and understand your desire to honor your dearly departed by ensuring that their estate is maintained and distributed in a way that is fair, orderly and legal.… Read more

funeral

My loved one died without a Will – who pays for the funeral?

When a loved one passes, members of their family often ask the question above in a bid to figure out how to give them the most befitting and dignified funeral.

One simple answer to the question is that funeral expenses may be paid for with estate assets.… Read more

purchase life insurance

When should you purchase life insurance?

Many people aren’t really in the market for a new car, a new home, or a swanky getaway to Greece right now. However, when the interest is strong enough, we often turn what we want into a reality. Even when the times do not seem like they’re on our side, we consider our options and we tend to make things we want happen.… Read more

life insurance

Have you thought about life insurance as part of your estate planning?

When most people think about life insurance, they usually think about the money needed to cover their funeral expenses. While it is important to have coverage for your final expenses, life insurance can do so much more. With the proper life insurance policy, you can help secure your family’s financial future.… Read more

millennials

What All Millennials Need To Know About Estate Planning

It might not be immediately clear to many young people why they need to plan their estates, but they should.

It does not take a sociology PhD to realize that younger generations are leading considerably different lives from those of their forebears.Read more

secure act

SECURE Act: It’s time to review your stretch IRAs and Retirement Benefit Trusts

January oftentimes brings something new and perhaps unexpected to you and someone you may know. From a new gym membership to a new start with an employer, there’s always “something new” with each new year.  As expected, the first month of 2020 already promises to bring changes.… Read more