The Accidental Spouse

/ By: lsmith

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Could you be married and not even realize it? If you live in a state that recognizes common law marriage, you could be married even without a marriage license or an official ceremony. Find out...

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Planning Your Estate With Privacy in Mind

/ By: lsmith

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When you use a Will to plan your estate, much of your personal information becomes public after your death. A Trust can help you accomplish your estate planning goals while shielding your personal affairs from...

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Your Family Deserves More Than an Estate Plan

/ By: lsmith

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If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, you can pass on your values, wisdom, and family heritage along with your nest egg. You can...

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Helping Your Parents Age Gracefully

/ By: lsmith

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Your mom and dad have always been there to guide you through life's challenges. Now, the tables are turning. Learn some strategies for gently helping your parents plan for the challenges they're likely to face...

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What to Expect When You’re Inheriting

/ By: lsmith

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Most of us have daydreamed about inheriting money, but the reality of inheriting often doesn't match our dreams. In the real world, an inheritance can bring with it a number of questions and worries. Here...

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Five Estate Planning Myths

/ By: lsmith

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Estate planning is on everyone's "should do" list, but it rarely seems to make it to the top of the "to do" list. Perhaps this is because of all the myths surrounding the estate planning...

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Does a Roth Make Sense for You?

/ By: lsmith

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Choosing between a traditional IRA and a Roth IRA can have significant tax and estate planning consequences. Whether a Roth is the right option depends on a number of factors, including an account owner's current...

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