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Sudden Impact: When a Spouse Unexpectedly Dies

What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges...

Have You Had Your Annual Estate Plan Checkup?

An annual estate plan checkup is critical to the health of your estate plan. Here are a few key figures for 2018 and 2019 -- they may affect your plan, so let's talk about it!

December 2018 Market Recap

Financial markets experienced much volatility during the 4th quarter, sending US stocks to their worst year since the 2008 financial crisis. However, current readings continue to suggest a benign...

Estate Planning Lite: Basic Plan for College-aged Children

If your son or daughter currently is home from college on winter break, it's a good time to discuss a few estate planning documents he/she should have at this stage of life. Let’s take a look.

Investment Overview: 4th Quarter 2018

Financial markets experienced a bout of rather extreme volatility during the fourth quarter sending US stocks to their worst year since the 2008 financial crisis. However, data remains positive...

Why Work a Couple Extra Years?

Everyone has a retirement dream, but many are putting it off to work a little longer. Let’s take a look at why working into your retirement years may have a positive impact.

Automatic Extension for Portability Election

Portability allows a surviving spouse to apply a deceased spouse’s unused estate tax exemption amount toward his or her own transfers during life or at death. To secure these benefits, however...

November 2018 Market Recap

Geopolitical events and Federal Reserve comments occupied headlines and perpetuated market volatility throughout November.

Unleash the Power of a Nonspringing Power of Attorney

Estate planning typically focuses on what happens to your children and assets when you die, but it's critical to plan for making key medical and financial decisions if you're unable to do so.

Life Changes? Update Your Estate Plan

Your estate plan shouldn’t be a static document — it needs to change as your life changes. Year-end is the perfect time to evaluate any changes in your life that may affect your estate plan.

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