What could Halloween and the process of doing a will and trust and other essential documents have in common? Both can be scary! I’ll confess, I … [Read more...] about Estate Planning and Halloween
legal issues
Planning for possible incapacity
Thorough estate planning includes considering what happens if you become incapacitated and are unable to make medical or financial decisions for … [Read more...] about Planning for possible incapacity
“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
Is a living trust right for you?
By Jeffery J. McKenna The use of a revocable trust (sometimes referred to as a “living trust” or “family trust”) to plan one’s estate has become … [Read more...] about Is a living trust right for you?
Are you prepared to live alone?
Whether you have been together for a short time or a long time, you will most likely go through a period of emotional and financial stress after … [Read more...] about Are you prepared to live alone?
Steps for handling an inheritance
Of all the money that may pass through your hands during your lifetime, none is more emotion-laden than an inheritance. After all, you got it because … [Read more...] about Steps for handling an inheritance
Improper estate planning can spell disaster for children
Few tasks we attempt during our lives have a greater impact on our family than creating an estate plan. Proper planning can ensure the future of our … [Read more...] about Improper estate planning can spell disaster for children