August 18, 2017

When someone dies without a will

Where do things proceed from that point?

Most people have specific ideas about who should inherit what from their estates.


A Look at Revocable Living Trusts What they can (and cannot) accomplish

If you fear probate, consider a revocable living trust. If you worry about your will being contested or your heirs fighting over your assets, it may be an excellent idea. 

Could insurance rescue you in retirement?

Insurance matters more in retirement planning than you may think. It is seldom “top of mind” in retirement planning conversations, but the right coverage could help you maintain some financial equilibrium in the face of sudden money pressures.