8 Tips for Leaving Heirlooms Without Causing a Family Fight When dividing up family heirlooms, we want everyone to be happy once we’re gone. These eight tips can help you do just that by making sure no one is forgotten and getting family members on board with...
What Happens to My Debts When I Die? It can be a stressful situation to worry about what will happen with our family and outstanding debt after we die. Here’s what you need to know and possibly do to protect your loved ones and give yourself peace of mind. by...
What Should You Do With Life Insurance Policies You No Longer Need? by Gary Foreman Are you paying for life insurance you no longer need? What should you do with it? We speak with a CFP who explains your options and how to choose the best one for your situation. Your...
What Is a Revocable Living Trust and Do You Need One? Should a revocable living trust be part of your estate planning? We explore revocable living trusts with an elder law attorney and CFP. by Gary Foreman Having a proper estate plan is an essential part of any...
Estate Planning Without Your Spouse by Rick Kahler You know you and your spouse need to begin estate planning and discussing end-of-life affairs. But your spouse just won’t get serious about it. Can you do your estate planning separately from your spouse? And...
Choosing Beneficiaries for Your Retirement Plans by Gary Foreman You’ve diligently contributed to your retirement plans to ensure a good retirement. But wisely choosing beneficiaries for your retirement plans is also important. If you don’t choose...
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