1. 3 Vital Estate Planning Documents for High School Graduates

    With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the nest. Graduating high school is a significant accomplishment. However, it comes with serious responsibilities that your child probably isn't thinking mu…Read More

  2. Longevity Insurance Can Help Those Worried About Outliving Their Money

    With longer life spans comes the necessity to be sure your money is around at least as long as you are.  Longevity insurance – where you pay a certain sum to an insurer when you’re in your 60s in exchange for monthly payments 20 or more years down the road – is a lesser known insurance product that is growing in popularity, especially considering potential cuts to S…Read More

  3. New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

    Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the income taxes you owe on your taxable investments. However, purchasing life insurance may offer you the opportun…Read More

  4. What You Should Know About Long-Term Care Insurance

    With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. Traditional healthcare insurance doesn’t cover such services, and though Medicare does pay for some long-term care, i…Read More

  5. Once Your Kids Are 18, Make Sure They Sign These Documents

    While estate planning is probably the last thing on your teenage kids' mind, when they turn 18 it should be their (and your) number-one priority. At 18, they become legal adults in the eyes of the law. You no longer have the authority to make decisions regarding their healthcare, nor will you have access to their financial accounts. With you no longer in charge, your young…Read More

  6. COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2

    In the first part of this series, we discussed the vital importance of having updated advance directives in place in light of COVID-19. Here, we’ll look at several additional provisions you should consider adding to your directives to address potential contingencies related to the pandemic. With new cases of COVID-19 currently surging in dozens of states, doctors across …Read More

  7. COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 1

    As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers in urging Americans to create the proper estate planning documents, so medical providers can better coordinate their care should they become hospitalized with the virus. The most critical planning tools for this purpose are medical power of attorney and a living will, ad…Read More

  8. Coronavirus and It’s Impact On You

    CORONAVIRUS: Impact to Your Wealth, Health and Happiness While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for months, others are saying the virus is nothing more than a common cold. The World Health Organization take…Read More