You know you should have an estate plan. You may think about it, but if you’re like many people, you’ve never actually gotten around to having an … [Read more...] about Everything you need to know but don’t want to think about
Merry Christmas in August
We are more than halfway to Christmas. Many people may be starting Christmas shopping already! Before you know it, Christmas cards and wrapping paper … [Read more...] about Merry Christmas in August
If I die, what will happen to my pets?
Perhaps you have wondered what would happen to your pets if you were no longer able to take care of them. Below are answers to the most commonly asked … [Read more...] about If I die, what will happen to my pets?
Am I required to give equally to my children in my estate distribution plan?
No. The manner in which you wish to distribute your assets upon your death is very personal in nature. You may choose to have your assets distributed … [Read more...] about Am I required to give equally to my children in my estate distribution plan?
Cohabitation Agreements
Cohabitation is a way of life that has become more common even among older couples. There are many reasons couples chose to live together rather than … [Read more...] about Cohabitation Agreements
Choosing a guardian for your children
If you have young children, you've probably thought about who would raise them if both you and your spouse were to die. It's not an easy thing … [Read more...] about Choosing a guardian for your children
Recordkeeping
Your estate plan is only as effective as the people you choose to help you carry it out. Choose wisely and organize your financial information in ways … [Read more...] about Recordkeeping
“Inheriting Retirement Accounts”
By Jeffery J. McKenna Retirement accounts such as IRAs, Keoghs, 401(k)s and 403(b)s present special estate planning … [Read more...] about “Inheriting Retirement Accounts”
Estate Planning for Life
By Jeffery J. McKenna In doing estate planning, it is essential to plan not only for death -- but for life. Lifetime planning involves … [Read more...] about Estate Planning for Life
Estate planning in uncertain times
By Jeffery J. McKenna Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties. Here … [Read more...] about Estate planning in uncertain times