Proper Estate Planning Lasts a Lifetime

Estate planning checklist for newlyweds It’s wedding season which means new families are being created and blended. If you’re about to tie the knot then you know how much planning goes into organizing your special day. Some of the plans are fun to handle together – choosing a wedding band, looking at honeymoon destinations and registering for gifts are a few of the high points of wedding planning. One thing that Read More

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Spring is Prime Time for Buying a New Home

The sun is out, the temperature has risen, and “For Sale” signs now line neighborhood lawns. It’s officially spring time which is the most popular season to purchase a new home.  When purchasing any new property, whether it’s your first home, a larger one, or a vacation house, there are a few important things to remember. Get Copies of Credit Report Before you start house hunting, get copies of your credit report to Read More

Life Changes that Impact Taxes & Estate Plans

Tax season is upon us and it’s time to dig out all of last year’s receipts and pay-stubs. While you’re organizing your finances it’s also a good time to review your estate plan. Any significant changes in your life may mean it’s time to update your Will or other important documents. Below are a few examples that should trigger a review of your estate plan. Increased Income Did your salary double from last year? Lucky Read More

What’s Next After Your Estate Plan is Complete?

Many of us have taken the time to create an estate plan but the question we are left with after is—what now? Do we file the documents away in a safe place leaving them to collect dust until the day comes when we need to pull them out? There are actually several steps you should take after completing your estate plan. 1) Get Organized To make things as easy as possible for the ones you leave behind, it’s important you Read More

Estate Planning is Not Just for the Wealthy

Many people think that only very rich people need an estate plan, but estate planning involves much more than creating a Will to decide who should inherit your millions of dollars. Even ordinary people on a modest income need to plan for the future. Let’s look at some of the important estate planning documents everyone should have. Make Sure Your Finances are Handled If you should become incapacitated wouldn’t you Read More

The Dreaded New Year’s Resolution

The new year has arrived, and many of us have made a few resolutions for 2014. Many resolutions are about health, whether dieting to lose those extra pounds we all seem to put on during the holidays or getting to the gym more often to increase our fitness level. Other common resolutions are financial in nature. Depending on your life state, you might resolve to pay down those credit card bills, open a savings account Read More

Creating Your Will Can Be Two Gifts In One

Looking for the perfect gift this holiday season? Creating your Will can actually be two gifts in one—security for the future and peace of mind now. A Will puts distribution of your assets in your hands instead of the court, and ensures that your property and belongings will go to the people you want to inherit from you. More importantly, it allows you to determine who will care for your minor children and define Read More

Estate Planning Protects Everything We Are Thankful For

The end of November marks a time when we reflect on what we are thankful for while being surrounded by our loved ones. Before gathering around the turkey, stop and ask yourself if you have protected everyone and everything that you cherish. It could be something small like an heirloom or jewelry, or as important as your spouse and children. Your estate plan allows you to face the future knowing you have taken steps Read More

How to Navigate Through the Sandwich Years

A difficult challenge that many of us face or may experience in the future is having to take responsibility for our parents while still caring for our children.  If you are in this situation you are part of the sandwich generation.  If you are in this unique situation of caring for your family and parents simultaneously, then you are caught in the ‘sandwich years.’ Plan for Your Parent's Future While many people will Read More