The New Year is the time that many of us focus on creating our list of resolutions. From health and fitness to spending more time with loved ones and reaching… Read More »
Posts Categorized: Estate Planning
Did You Know Your Estate Planning New Year’s Resolutions Can Protect Your Family?
When you think about your New Year’s resolutions, how do your goals for the year ahead help protect your family? We know how easy it can be to get caught… Read More »
How To Be Prepared for the Loss of a Spouse
Discussing what will happen in the event your spouse dies and you are left to take care of your children can be an uncomfortable conversation to say the least. Despite… Read More »
You Die, You Named a Guardian, Now What?
For most parents of school-aged children, creating an estate plan is less about distributing assets through their last will and testament than it is about appointing a guardian for their… Read More »
The Advantages and Disadvantages of a Special Needs Trust to Help Insure Your Child’s Future
A child’s financial future can be daunting in and of itself but adding in special needs for your loved one can create additional nerves and anxiety. Parents often have critical… Read More »
Estate Planning A Necessity for New Business Owners
A recent study conducted by RBC Wealth Management identified that even though nearly 40% of American business owners have a complete transfer plan, nearly half of them have not taken… Read More »
Why the Right Beneficiary in Your Life Insurance Policy Is So Important
If you have a life insurance policy and you have also outlined your intentions for someone to receive benefits in a will, bear in mind that the life insurance policy… Read More »
Mental Competence and Legal Documents
Our legal system functions with the principle that in order for you to sign any legal document, you must have the necessary mental competence to do so. Health care powers… Read More »
How Will Rising Numbers of Baby Boomers Impact Investment Returns?
A research project from the Center for Retirement Research at Boston College, identified the potential impact of the thousands of baby boomers retiring every single day on investment returns overall…. Read More »
What If your Loved Ones Are Unable to Find Your Will?
All the best intentions of putting together a comprehensive will for estate planning purposes can go by the wayside in the event that your loved ones are not able to… Read More »