Estate Planning for Newlyweds
201506.29
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Estate Planning for Newlyweds

June is considered to be the most popular month for weddings! And after planning for their big day, young couples starting their lives together need to also start planning to protect both themselves and their finances. Here is a list of essentials for Estate Planning for Newlyweds CHANGE YOUR ACCOUNT BENEFICIARIES The quickest and easiest…

Important Probate Terms Defined
201506.26
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Important Probate Terms Defined

The Probate process can seem both overwhelming and complicated. Understanding the most commonly used probate terms associated with this process can be helpful, especially for those who have never gone through probate before. Here is a list of some important terms to know along with definitions. Administrator – A person named in the will and/or…

Business Succession Planning
201506.15
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Business Succession Planning

One of the toughest and most critical challenges for a family business is succession planning. It can be complicated because of the relationships and emotions involved. Yet succession planning can be vital in ensuring a multi-generational business that includes the founder’s mission and values long after they are gone. Whether your family business is large…

Can You Inherit a Loved One’s Debt?
201504.27
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Can You Inherit a Loved One’s Debt?

April 27, 2015 – This is a serious question for heirs, and particularly for couples who hold debt jointly. In most cases, a deceased person’s debts fall to their estate for payment. However, depending on state law, shared credit relationships and the amount of debt in question, surviving family members may be shocked to learn…

It’s Time to Spring into IRA Season
201504.06
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It’s Time to Spring into IRA Season

April 6, 2015 – Spring time is here and the season for individual retirement accounts (IRA) is at its peak. If you haven’t already, now is a good time to open an account and get started on saving. Contribution limits remain at $5,500 in 2015 with an additional $1,000 allowed for those 50 and over….

Documents needed for Disability Planning
201503.26
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Documents needed for Disability Planning

No one likes to think about the possibility of their own disability or the potential of disability planning for a loved one. But if something happened and you were unable to make your own medical decisions, who would make them for you? Estate planning not only includes time of death planning, but it also includes…