Don’t Keep Your Estate Planning Documents in Your Safe Deposit Box

August 12, 2011 - Andrew Smith

It is very important that you keep your important papers and estate planning documents in a safe place so that... Read More

What You Need to Know About Retirement Account Beneficiaries

August 10, 2011 - Andrew Smith

If you would like to name anyone other than your spouse as the beneficiary of your retirement account, your spouse... Read More

It’s not an easy thing to consider the possibility that you may not live to see your children grow up... Read More

Making plans to go into a nursing home is not on the top of many people’s list of fun activities,... Read More

There can be a lot of joy and excitement in a second marriage. There can also be a lot of... Read More

When parents are busy taking care of the day-to-day needs of their young children, they’re not often thinking about asset... Read More

Planning a funeral – whether you’re doing it for a recently deceased loved one or you’re planning ahead to relieve... Read More

If you have children, one of the most important parts of your estate plan is your Will, with which you... Read More

So, you have an estate plan, including a will and/or a living trust and incapacity planning documents. This puts you... Read More

Prenuptial agreements are often seen as useful and necessary only if a couple expects to get divorced at some point... Read More

Did you know that a minor child can have a Roth IRA? Of course, the child can only contribute as... Read More

According to U.S. Trust’s 2011 Insights on Wealth and Worth survey, a high percentage of high net worth parents don’t... Read More