Estate planning as a graduation present?!?? Attorney Linda Chamberlain is our featured blogger this week, with a wise reminder on the best gift for graduates. Learn why 18+ year olds need certain …
Guest Post – Attorney Mike Mastry: Beneficiary Designations
This week we welcome a guest post from Attorney Mike Mastry on beneficiary designations. He has an instructive story that illustrates why it is important to double-check them. Mike can be reached …
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Ideas to Fund Long Term Care
Due to increased life expectancies, today's 65-year-olds will need on average close to $200,000 to cover long-term care costs. (Long-term care refers to care that is not covered by Medicare - …
Letting Indecision Delay Your Estate Plan
The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, “I don’t mind. The government has …
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Does More Money Lead To A Happier Relationship?
“Finances play a role in determining marital happiness, and conversely, marital happiness and stability influence a client's long term financial plan," was part of the conclusion of a study on money …
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