Estate Planning

For the first time this year, all three indices were down last week. The Dow fell 2.2%, the S&P was off 2.2% and the Nasdaq gave up 2.5%, bringing its consecutive weekly gain streak to an end at ten. A big reason for the weekly decline was that US jobs growth dropped to the slowest […]...

Retirement planning can be overwhelming unless you are a financial planner. One way to feel less overwhelmed with this process is by learning about different types of retirement planning that may be beneficial for you, or for your spouse. One of the most beneficial types for those who are married is...

If you have ever wondered what will happen to your assets after you die, you are not alone. Many people will have their possessions go through a legal process known as probate. Depending on the size of your estate, or the number of assets you have and their complexity, probate could be an extensive ...

Ask any financial advisor and they will tell you the same thing. It is critically important for adults to have a will or a trust in place. This is different than the often-held opinion that only the wealthy need to worry about estate planning. A good rule of thumb is that even young single individua...

If you have been thinking that it is time to do some long-term planning for your estate, you may have run across the term “living trust”. Understanding exactly what it is can be a bit daunting for most of us. A trust is an estate planning tool that names a trustee (person who controls the [&hell...