Planning Ahead for your Final Arrangements September 6, 2010 - Andrew Smith The initial hours and days after your death are some of the most difficult your loved ones will have to... Read More General
What’s the Difference Between a Normal Distribution and A Required Minimum Distribution? September 3, 2010 - Andrew Smith Qualified retirement plans, such as 401(k)’s and IRA’s have a terminology all their own. Any withdrawal from your account that... Read More Retirement Planning
What is Revocable Living Trust? September 1, 2010 - Andrew Smith A Revocable Living Trust is an estate planning method for avoiding probate, among other things. When you establish a Revocable... Read More Wills and Trusts
Choosing a Healthcare Agent August 30, 2010 - Andrew Smith Part of a having a complete estate plan is putting together a disability plan, including a Healthcare Power of Attorney.... Read More Incapacity Planning
How do I Change My Revocable Living Trust? August 9, 2010 - Andrew Smith If you need to make a change to your Revocable Living Trust; for example, naming a new Successor Trustee, or... Read More Wills and Trusts
Long Term Care Insurance: The Basics August 6, 2010 - Andrew Smith With the American population aging, more than 40% of us are expected to need some type of long-term care during... Read More Long Term Care
Estate Planning Glossary July 30, 2010 - Andrew Smith Before you meet with your estate planning attorney, it helps to be familiar with some of the terminology you’ll be... Read More Estate Planning
Annuities 101 July 30, 2010 - Andrew Smith You hear about annuities all the time, especially in association with retirement planning, but do you really know what one... Read More Financial Planning
What is Joint Ownership? July 26, 2010 - Andrew Smith Joint ownership is when more than one person owns a piece of land or a financial asset and how you... Read More Estate Planning, Wills and Trusts
What’s the Difference Between a Testamentary Trust and a Living Trust? July 26, 2010 - Andrew Smith A Living Trust is one you create while you are alive. One common type of living trust is a revocable... Read More Wills and Trusts
The Basics of a Trust July 23, 2010 - Andrew Smith If you’re starting to learn about the estate planning tools available to you, you’ve probably heard a little about trusts.... Read More Wills and Trusts
Estate Planning Challenges for Blended Families July 21, 2010 - Andrew Smith Today’s household is much more varied than it used to be. One or both spouses may have been married previously... Read More Blended Families, Estate Planning, Parents w/ Young Children