An ABLE account is a great strategy for someone who became disabled by age 26.... [Read more...]
Dead Hand Control: How Much is Too Much?
This article examines trying to exert control over your beneficiaries after death. Often, clients try... [Read more...]
What’s a 529 Plan and What Are the Benefits to Using One?
Would you be interested in a way to save money for education and get tax... [Read more...]
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Trusts for Privacy
Trusts have many uses. Perhaps the most important is that they can provide privacy at... [Read more...]
Prenuptial Agreements Can Provide Remarriage Protection
Requiring a prenuptial agreement before your spouse remarries can provide peace of mind and protect... [Read more...]
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more... [Read more...]
Giving Back
Giving back provides many benefits, whether in life or at death. The article explores ways... [Read more...]
Planning for Frequent Flyer Miles
This article examines the transfer of frequent flyer mile accounts to beneficiaries. It looks at... [Read more...]
You Never Know: Planning for the Unexpected
This article examines the deaths of two people who died from doing very typical things.... [Read more...]
Incapacity Planning
Nobody wants incapacity, not for yourself and not for your loved ones. But planning for... [Read more...]
Retirement is Complicated
Many factors go into retirement decisions. This article examines many of those factors, such as... [Read more...]
