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If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance may be the answer. However, you need to make sure you are getting an insurance policy that will meet your...

One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know that keeping your plan...

Only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate Planning Study. Yet, while having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one...

According to Caring.com’s 2022 Wills and Estate Planning Study, only 33% of Americans have created their will. Yet, while having a will is important—and all adults over age 18 should have this document in place—for all but a few people, creating a will is just one...

Given the growing number of seniors and the concentration of wealth among elderly Baby Boomers, we’re likely to see a serious surge in the number of cases involving undue influence in the coming years. Undue influence is not only unethical, it’s illegal and considered...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust. Here’s what we think you should consider as you decide: First, consider whether you...

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to...

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the items that have the most meaning for the loved ones we leave behind. Smaller...