legal issues

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

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

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”

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

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?

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?

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

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