An “I Love You Will” is a last will and testament in which the testator—the person who makes the will—leaves everything to his or her spouse. If you have thought about making a will in the past, you likely considered this approach. Perhaps you have already created...
Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights....
Fewer than one-third of family businesses survive into the second generation, while only 13 percent make it to the third generation. Here are some tips to beat the odds and help your business live on for generations to come. The sooner you start the planning process...
Are you trying to figure out how to pay for the care of a loved one? Is he or she at home and no longer able to manage on their own, or have a cognitive impairment, dementia, Alzheimer’s disease? Does the illness, impairment, or disability limit their ability to...
Are you going on a bucket list trip? Or just a fishing trip? Has your pain threshold approached the level that the doctor told you, if you get to this point, then we will schedule your surgery? Has a good friend or family member just passed away? Has your teenager...
Is he or she at home and no longer able to manage on their own, or have a cognitive impairment, dementia, Alzheimer’s disease? Does the illness, impairment, or disability limit their ability to manage on their own? Is your loved one in the hospital and not able to go...
