Blog Articles

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

Here are some answers to common questions surrounding retirement postponement and Medicare coverage, including common misperceptions.

Losing a loved one is stressful enough without having to deal with a botched funeral. Preplanning, due diligence and good communication can head off difficult surprises.

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.

In this article, we discuss seven specific ways that you can make life easier for your loved ones after you die.

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

An annuity beneficiary is a person or entity that receives the benefit of an annuity after the death of the annuity owner. Who you choose to be the beneficiary of your annuity depends on several factors, including the type of annuity you own and your financial goals for it.