As a way to simplify the transfer of real estate, you may be tempted to add a child to the deed as a joint tenant. Although this strategy will successfully transfer the property to the…
A common mistake many people make with their life insurance is simply naming a loved-one as a beneficiary of the policy. But simply naming a beneficiary is the bare minimum. Life insurance is a hugely…
Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed relationship and are not married. Unless you plan properly, your partner will not receive…
Joining a new company is an exciting adventure. As you move through this new phase of your life, we’ve identified six things you should review to set yourself up for success. Working together with your…
Now, more than ever before, Americans are using a variety of tax-deferred accounts such as 401(k)s and IRAs to save for retirement. And while the laws are currently designed so that people must start withdrawing…
Estate planning can be overwhelming to dive into. Here are 13 terms that we explain so you can better understand this important topic.
Confused about the differences between a will and a trust? Although many people have heard of trusts, most don’t fully understand how they work. Here is…
Considerations Before Heading South for the Winter For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading…