One of the benefits of choosing a revocable living trust over a will is that,... [Read more...]
What is a Holographic Will?
A holographic will is one that’s handwritten. Some states recognize holographic wills as valid, and... [Read more...]
Social Security: Can You Work While Collecting Retirement Benefits?
Did you know that you’re allowed to work while collecting Social Security retirement benefits? Whether... [Read more...]
What is the Gift Tax?
With so much focus on the estate tax, the federal gift tax is often an... [Read more...]
What are the 2011 IRA Contribution Limits?
The IRS recently announced the contribution limits for those funding an Individual Retirement Account during... [Read more...]
Keeping Your Estate Planning Documents in a Safe Deposit Box? Proceed With Caution
When it comes to storing your estate planning documents, you need a spot that’s secure... [Read more...]
Does Signing as Attorney In Fact Make You Personally Responsible For a Debt?
If someone close to you has executed a Power of Attorney appointing you attorney-in-fact, you... [Read more...]
Do You Need Life Insurance?
Life insurance can be a valuable estate planning tool. An insurance policy allows you to... [Read more...]
Estate Planning Tip: Organize Your Documents
Once you’ve made your estate plan, you might want to consider going the extra step... [Read more...]
Should You Appoint Co-Trustees?
One of the things you’ll have to do as you put together your estate plan... [Read more...]
Four Things to Consider Before Borrowing From Your 401(k)
With the state of the economy, a 401(k) loan has become an increasingly attractive source... [Read more...]
5 Estate Planning Do’s
Estate planning is one of those things that we know we need to do, but... [Read more...]
