When you start a new job, often there are fringe benefits, such as life insurance or a matched retirement account that your employer offers. And as we all know, those first few days at a new job are full of filling out paperwork and learning new procedures. But, one of the biggest mistakes you can…

For many, charitable giving is at the heart of their family culture. Indeed, it is often this value and a sense of mission that parents and grandparents most deeply desire to instill in younger generations. Certainly, the most important way this desire is fulfilled is through the relationship of family members. However, to cultivate a…

This unique, seldom-used procedure could save you a lot of money.
One of the biggest concerns for many people who have just lost a loved one is the cost of probate, also known as the legal procedure through which a person’s assets are distributed either under the terms of a will or not. Probate can…

The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ultimately distributing your money and property when you pass away. As a result, you should make your selection only after careful consideration regarding who is…

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process: To work properly, the trust needs to be funded.…

The short answer is much more than just money.       
On a weekly basis, I talk with people who have had a loved one die and want to know what to do. Sometimes, these people are upset, sometimes they are confused, but one thing always seems to hold true – these people want to know…