Did You Know That Your Own Health Is the Biggest Wild Card for Your Retirement/Estate Planning?

There are two important things you can do to help make your transition into and beyond retirement as successful as possible. The first is to live healthy. This will give you the greatest chance of living a long and healthy life without the additional challenges of having to rely on nursing home care or other… Read More »

What are Some of the Life Changes that Prompt an Update in Your Estate Plan?

It’s a good time to think back about the life changes that you may have gone through in the previous year and determine where it’s appropriate to contact your bank accounts, life insurance companies and retirement accounts in addition to scheduling an appointment with your estate planning lawyer. Many individuals neglect the estate planning process… Read More »

Which Assets Make the Most Sense to Give to Charity?

If you’ve decided that a portion of your estate should go to charity, this is a worthwhile endeavor that allows you to give back philanthropically. However, it is important to consider that what you choose to give to charity has tax implications. Doing good for someone else does not always necessarily mean doing well for… Read More »