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Estate Planning Basics

Estate Planning Basics

Own a Business? You Need a Plan.

Posted by Shannon McNulty July 31, 2016 0

Mompreneurs, dadpreneurs, parentpreneurs – whatever you want to call them – are on the rise. Parents who find balancing the corporate grind and a...

Estate Planning Tips for IRAs & 401(k)s

Posted by Shannon McNulty July 27, 2016 0

If you have a family, chances are that the vast majority of your assets are held in one of two ways: your home, and your tax-deferred retirement account,...

Why Suze Orman Is Wrong About Revocable Trusts

Posted by Shannon McNulty June 24, 2016 0

If you follow Suze Orman – or know someone who does – you might think that you’re completely irresponsible if you don’t haven’t created a revocable living...

Five Mistakes to Avoid When Naming Beneficiaries

Posted by Shannon McNulty May 31, 2016 0

When we think about estate planning, wills, healthcare documents, powers of attorney, and maybe trusts, come to mind. Those legal documents are important,...

What’s the Big Deal about Guardianship?

Posted by Shannon McNulty May 3, 2016 0

Most parents know that it’s important to choose someone to take care of your kids if something were to happen to you and you were no longer around to raise...

Five Ways an Estate Plan Can Protect Your Family

Posted by Shannon McNulty March 17, 2016 0

We all know that we’re supposed to have a will in place as soon as we have kids. But why, exactly, IS it so important? There are a number of reasons...

Six Tips for Choosing a Guardian for Your Child

Posted by Shannon McNulty February 7, 2016 0

Without question, the single biggest challenge to couples contemplating their will is deciding whom to choose as their children’s guardian. If you have many...