Estate and Transition Planning

Getting Schooled on the 529

When parents welcome a new child into their family, they’re hit with many numbers—date and time of birth, length and weight of the baby. But in the early years, many families neglect to consider three very important numbers that will affect their estate and their child’s future: 529. While 529 plans have been available for…

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When and How to Start Planning for the Future of Your Estate

What’s the first thing that you think about when you’re asked about a will?  If you’re like the millions of Americans without a proper estate plan, thoughts likely move quickly to your own mortality.  Perhaps that’s why so many people stay in that estate planning purgatory for far too long.  Recent high profile deaths of…

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Navigating the Probate Process (Part 2 of 2)

For the second part of our two-part blog on probate—the identification, gathering and distribution of a deceased person’s assets—we’ll examine what assets are subject to the process. Generally, assets that will be included are those that were owned solely by the decedent at the time of his or her death, and that are not disposed…

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Navigating the Probate Process (Part 1 of 2)

Even with a will, probate (the identification, gathering and distribution of a deceased person’s assets) can be a confusing and daunting process. We’ve decided to devote our next two blogs to walking you through this challenging task that comes during an emotional time. This week, we’ll talk about paperwork – where and what should be…

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Five Ways to Refine a Blended Family’s Estate Plan

With many people marrying two or three times over the course of a lifetime, blended families—a couple and their children from previous relationships—are rapidly redefining the traditional nuclear family. As family dynamics become more complex, so do the intricacies of creating an estate plan.  While the details of each family’s situation dictate what we would…

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Considering Divorce? Here are Six Steps to Help you Prepare Financially

Divorce will be difficult. Dealing with emotions, memories, friends, family members, lawyers, paperwork and everything else that is a part of ending a marriage seems like (and sometimes actually is) too much to handle for one person. One of the most common mistakes we see our clients make when going through a divorce is entering…

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Declaring Florida Residency? Document it Well!

Buying a home in Florida is an aspiration for many retirees who have dealt with cold and snowy winters for too long. While spending winters in the Sunshine State means the end of shoveling snow from your walk and maneuvering along icy roads, there are reasons to consider establishing Florida residency instead of just using…

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5 Reasons Why Women Need Retirement Planning More Than Men Do

Between a man and a woman with similar backgrounds, it’s the female who will have to work harder to ensure that her assets don’t run out before her time on Earth does. The good news, though, is that women are more likely to save than men, and they're saving a higher percentage of their wages.…

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