As you’ve probably noticed by now, we’re in the midst of great economic shifts. The roller coaster of the stock market, rising interest rates, dropping home values, and inflation through the roof. For many, it can be a great financial setback. During every economic shift, whether it’s the Great Depression, the last Great Recession, or […]

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There are five essential documents you need to have in place to ensure that your family and assets are taken care of if you become incapacitated or when you pass. These documents are part of your legacy. They are the means to making your intentions clear and to ease the process of how your family […]

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Doctors work hard, they work long hours, and they have a fairly selfless job in which they take on challenges and even risks to help others when they need it most. The upside, naturally, is that they are fairly well compensated for it. The statistics from 2018 show that the average salary for a medical doctor was […]

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Do you suffer from a chronic illness? Whether it is severe or mild, you want to consider it carefully when you do your estate planning. It can have a big impact on the type of planning that you do. Many people assume that chronic illnesses are not that common, but it’s just not true. The statistics […]

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Creating an estate plan is a big step toward making sure your family members are taken care of after you pass away. While some people don’t like having to make these plans, they do need to take the step anyway. Failing to do so can leave their family members without the legal means to obtain […]

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If your adult child has special needs, he or she may be eligible for some government assistance programs. Three common examples of these programs are food stamps, Medicaid and Supplemental Security Income payments. While doing your estate planning to leave your wealth to your child, you want to make sure that you do not accidentally […]

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Your company has thrived over the course of your life, and you want to leave it to your family. You want your children to have the financial security that it provides. You’re also just proud of what you built, and you don’t want to shut it all down just because it’s time to retire. Estate […]

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Starting a family is not a financial decision. You do it because you love your spouse, you love the idea of having kids, you have always wanted to be a parent or for some other variation on this theme. Maybe it’s always been a life goal of yours to have kids. You’re at that stage […]

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Estate planning is something you have never addressed because you just did not know where to get started. Now you’re thinking you absolutely want to get a plan in place. What should you do first? To begin, just start by asking yourself a few basic questions. These can help you determine your specific needs and start […]

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Are you married, in an opposite-sex marriage? If so, how do you and your spouse make financial decisions? Who tends to handle the finances more often? For instance, perhaps you are a woman and you tend to let your husband make big financial decisions. Maybe he pays the bills, puts money aside for taxes, decides […]

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