This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost…
What Your Last Will & Testament Will (and Will Not) Do-Part 2
Last week, in part one, we looked at the different things having a will in place allows you to do. Here, in part two, we detail all of the things…
What Your Last Will & Testament Will (and will not) do – Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only…
3 Critical Considerations For How To Save For Education – Part 2
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. …
3 Considerations For How To Save For College – Part 1
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. …
5 Common Estate Planning Concerns When You Remarry
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people remarry in…
4 Essential Strategies To Protect Your Family’s Assets
You might think that only the super wealthy need to worry about protecting their assets. But the truth is that if you don’t have millions, you may be at even…
How Estate Planning Can Reduce The High Cost of Dying-Part 2
Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of…
How Estate Planning Can Reduce The High Cost Of Dying – Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death…
Collecting Life Insurance Proceeds
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…