With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible…

Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized, and anonymous. While secrecy is useful in some areas of life, when it comes to estate planning it can lead to disaster. Indeed, your entire cryptocurrency investment can…

Every day we make hundreds of decisions, from what to eat for breakfast, to where we go on vacation.  With each passing day, there are more choices to be made.  But, what will happen if you can no longer make decisions for yourself?  Before that time comes, there is one important decision you need to…

While the term fiduciary is a legal term with a rich history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to…

Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes individuals born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition, many are learning that they have made some of the most typical estate…

A  divorce can be a long, expensive, and emotionally draining process.  However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible….

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also…