It’s wedding season, and if you are tying the knot this summer take some time to review your financial household, you may find some unexpected benefits. Employee Health Plan – If only one of you has an employee benefit plan you…
Post Assassination Attempt
July is normally a slow and eventless month for news, even with the tight race for the U.S. presidency and the Republican convention beginning earlier this week. However, the assassination attempt on former President Donald Trump this past Saturday sparked…
Understanding the language of Wills
Acting as an executor can be rewarding work, however, if you don’t have a solid legal background, it can be a little confusing. You can hire experts to help you, however it is important that you understand the estate documents.…
Mid-Year Outlook
It’s been a strong year for investors thus far, with the S&P 500 up by more than 10% year-to-date and many of the major indexes notching record high after record high. Yet rather than stoking greed, these gains seem to…
Have You Planned for Incapacity?
Your estate planning shouldn’t end with just an up-to-date will; it should also include powers of attorney (PoA) for both property and personal care. A Power of Attorney is a legal document that gives someone else the right to act…