Choosing a Long-Term Care Facility for a Loved One With Alzheimer’s December 17, 2010 - Andrew Smith As a loved one progresses from the early to the middle stages of Alzheimer’s disease, there may come a time... Read More Long Term Care
Does a Trust Need to Be Filed in Court? December 15, 2010 - Andrew Smith One of the benefits of having a Revocable Living Trust is the privacy it affords you when it comes to... Read More Estate Planning, Wills and Trusts
Own a Small Business? Don’t Forget Life Insurance December 13, 2010 - Andrew Smith When people consider buying a life insurance policy, they’re usually thinking of providing for their spouse and children in the... Read More Estate Planning, Small Business Planning
How Does a Roth IRA Avoid Probate? December 10, 2010 - Andrew Smith One thing that sets Roth IRA’s apart from other retirement savings plans is their availability as an option for passing... Read More Estate Planning, Probate, Retirement Planning
How to Leave an Inheritance to a Child December 8, 2010 - Andrew Smith Leaving an inheritance to a child is a little trickier than leaving an inheritance to an adult. After all, if... Read More Estate Planning, Parents w/ Young Children, Wills and Trusts
Getting Ready to Make a Living Trust December 6, 2010 - Andrew Smith As you get ready to make a Revocable Living Trust, there are certain things you’ll want to consider. Here are... Read More Estate Planning, Incapacity Planning, Wills and Trusts
Could Talking About Your Estate Plan Reduce Conflict? December 3, 2010 - Andrew Smith For many families, having tough discussions are something to be avoided – and estate planning can top the list of... Read More Estate Planning
Does A Will Help You Avoid Probate? December 1, 2010 - Andrew Smith There’s a common misconception that making a Will can help you avoid the probate process. While having a Will can... Read More Probate, Wills and Trusts
Is there a Required Minimum Distribution for a Roth IRA? November 29, 2010 - Andrew Smith If you have a tax-deferred retirement savings plan, like a 401(k) or a traditional IRA, then you know that once... Read More Retirement Planning
Would Your Estate Planning Documents Survive a Disaster? November 26, 2010 - Andrew Smith When you’re considering where to store your estate planning documents – and other important papers- you have several factors to... Read More Estate Planning
5 Tips for a Healthy Retirement November 24, 2010 - Andrew Smith As you approach retirement, you’re likely paying extra attention to your finances, making sure that everything’s in order and that... Read More Retirement Planning
Is it Possible to Inherit Your Loved One’s Debts? November 22, 2010 - Andrew Smith When a loved one passes away, there can be a lot of confusion about who’s responsible for what. And there’s... Read More Estate Planning, Probate