Below are a few excuses you may tell yourself as to why you do not need to do your estate planning. Spoiler alert – you might be very wrong. “I don’t have enough money to need a will” This is one of the most common reasons people don’t have a will. But wills are about […]
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy. Sadly, estate planning is no exception to its wrath. There is hope! Below are five-estate planning mistakes and how to fix them: Incorrect guardian for your children: Your estate plan is […]
During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection could evaporate. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless. Fortunately, there is a solution to this problem. […]
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 […]
