Month: February 2019

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your children’s guardian could be a relative you despise or even a stranger you’ve never met. 

Are Any of These 11 Mistakes Lurking in Your Estate Plan?

Here are 11 mistakes that may be lurking in your estate plan:

Four Common Myths about Estate Planning

Many people don’t understand what estate planning is and those that do may believe in one of the four myths listed below. Estate planning is simply taking the time to plan ahead for the management or distribution of your assets in the event of either your own incapacity or death. A proper estate plan will nominate guardians on behalf of any minors, potentially cut taxes and more. Here are four popular estate planning myths:

5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless.

Fortunately, there is a solution to this problem…