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During the current global pandemic, there’s been a rush for people to obtain insurance and update their legal documents such as Powers of Attorney, Wills and Revocable Trusts. While updating your legal documents is a...
If you have a long term care insurance policy, you know the premiums are expensive and you want assurance that the policy will pay in the terms you envision should you ever need it. Unfortunately, one simple oversight...
When it comes to estate planning, it’s easy to opt for the fastest, simplest and cheapest path forward. Sometimes that includes using transfer on death (TOD) or payable on death (POD) account registrations to avoid...
The SECURE Act of 2019 imposes significant changes for inherited IRAs received from an account owner who dies post December 31, 2019. The law previously allowed beneficiaries of inherited IRAs the ability to ‘stretch’...
Have you ever contemplated helping out a family member or someone you love financially with a gift or loan? While it’s wonderful to be able to help a loved one, especially if they’re in need, it’s important to ensure...
Sound wealth management includes keeping your financial information organized and secure, so that it’s easily accessible, but only to you and the people you nominate. When it comes to storing financial paperwork,...
First established in the 1930s, Donor Advised Funds (DAFs) have become increasingly popular in recent years. By 2017, there were 463,622 individual Donor Advised Funds in the US, holding more than $110 billion in...
As if financial decisions aren’t challenging enough during lifetime, they can sometimes grow even more complicated at death. This is particularly true when relationships emerge later in life and if you’re part of a...
Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of...
Thoughtful and open discussions about money are a vital, yet often overlooked, aspect of your financial planning. Talking about money with loved ones can fulfill a variety of purposes, depending on who you’re talking...
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