Category archives: Estate Planning

How Should You Title Your Home?

Estate Planning

How Should You Title Your Home?

by on Sept. 1, 2017

Your home is one of your most valuable assets, and yet, chances are you’ve never even asked this important question, much less pursued an answer. Perhaps you’ve assumed that as long as the deed to your home is titled in your name, all is well. Maybe, maybe not. Like most...
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How Should You Title Your Home?

by on Sept. 1, 2017

Your home is one of your most valuable assets, and yet, chances are you’ve never even asked this important question, much less pursued an answer. Perhaps you’ve assumed that as long as the deed to your home is titled in your name, all is well. Maybe, maybe not. Like most...
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How Should You Title Your Home?
Don’t Make This CRITICAL Mistake When Inheriting an IRA!

Estate Planning, IRA

Don’t Make This CRITICAL Mistake When Inheriting an IRA!

by on July 3, 2017

It seems innocent enough—Joe dies with an Individual Retirement Account. Joe named his wife, Sally, as the beneficiary—so far so good. Sally is overwhelmed with not only grieving over her lost spouse, but also all of the trauma and details that follow someone’s death. There’s the planning for the funeral;...
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Don’t Make This CRITICAL Mistake When Inheriting an IRA!

by on July 3, 2017

It seems innocent enough—Joe dies with an Individual Retirement Account. Joe named his wife, Sally, as the beneficiary—so far so good. Sally is overwhelmed with not only grieving over her lost spouse, but also all of the trauma and details that follow someone’s death. There’s the planning for the funeral;...
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Don’t Make This CRITICAL Mistake When Inheriting an IRA!
Have You Unknowingly Disinherited Your Grandchildren?

401(k), Estate Planning, Beneficiary Designations, IRA

Have You Unknowingly Disinherited Your Grandchildren?

by on Feb. 22, 2017

The NY Post published an article a number of years ago that was a stark reminder of the importance of checking your beneficiary designations.  “A Brooklyn man says he was left destitute when his late wife’s pension, worth nearly $1 million, was awarded to his sister-in-law on a technicality…The Friedmans...
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Have You Unknowingly Disinherited Your Grandchildren?

by on Feb. 22, 2017

The NY Post published an article a number of years ago that was a stark reminder of the importance of checking your beneficiary designations.  “A Brooklyn man says he was left destitute when his late wife’s pension, worth nearly $1 million, was awarded to his sister-in-law on a technicality…The Friedmans...
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Have You Unknowingly Disinherited Your Grandchildren?
Can Your Spouse Handle The Money When You're Dead?

Estate Planning

Can Your Spouse Handle The Money When You're Dead?

by on June 15, 2016

Do you think you can manage your money from the grave? What will your spouse do with your money when you’re gone? In the financial workshops I teach, I tell the story of a man who lived his life VERY frugally—some would say he was just plain stingy! One day...
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Can Your Spouse Handle The Money When You're Dead?

by on June 15, 2016

Do you think you can manage your money from the grave? What will your spouse do with your money when you’re gone? In the financial workshops I teach, I tell the story of a man who lived his life VERY frugally—some would say he was just plain stingy! One day...
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Can Your Spouse Handle The Money When You're Dead?
Passwords Are Like Keys—Always Have a Spare in a Safe Place

Estate Planning, Identity Theft Protection

Passwords Are Like Keys—Always Have a Spare in a Safe Place

by on March 4, 2016

According to several studies, the numbers “123456” and the word “password” are the two most commonly used passwords.  My guess is that the “bad guys” know this, so what passwords do you think they will enter first when they are trying to steal your “stuff”?! You have, no doubt, heard...
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Passwords Are Like Keys—Always Have a Spare in a Safe Place

by on March 4, 2016

According to several studies, the numbers “123456” and the word “password” are the two most commonly used passwords.  My guess is that the “bad guys” know this, so what passwords do you think they will enter first when they are trying to steal your “stuff”?! You have, no doubt, heard...
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Passwords Are Like Keys—Always Have a Spare in a Safe Place
Why Your Financial Advisor Should Care About More Than Just Your 401(k)

401(k), Budgeting, Comprehensive Financial Planning, Education Planning, Estate Planning, Retirement

Why Your Financial Advisor Should Care About More Than Just Your 401(k)

by on April 9, 2015

Money! Mansions! Maseratis! If this is your perception of financial advisors, a sort of Wolf of Wall Street caricature, you are not alone. According to a study completed by Charles Schwab in 2014 titled "Generation Now Study," those were some of the words and pictures used to describe financial advisors....
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Why Your Financial Advisor Should Care About More Than Just Your 401(k)

by on April 9, 2015

Money! Mansions! Maseratis! If this is your perception of financial advisors, a sort of Wolf of Wall Street caricature, you are not alone. According to a study completed by Charles Schwab in 2014 titled "Generation Now Study," those were some of the words and pictures used to describe financial advisors....
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Why Your Financial Advisor Should Care About More Than Just Your 401(k)
Why you shouldn't leave certain assets to your estate

Estate Planning, Beneficiary Designations, Taxes

Why you shouldn't leave certain assets to your estate

by on Jan. 30, 2015

You may be like many people in that your largest asset is a tax-deferred retirement account (e.g., 401(k), IRA, 403(b), 457, etc.). Most likely, your plan is to use these accounts to provide cash flow during your retirement years and then pass the remainder to your heirs at death. However,...
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Why you shouldn't leave certain assets to your estate

by on Jan. 30, 2015

You may be like many people in that your largest asset is a tax-deferred retirement account (e.g., 401(k), IRA, 403(b), 457, etc.). Most likely, your plan is to use these accounts to provide cash flow during your retirement years and then pass the remainder to your heirs at death. However,...
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Why you shouldn't leave certain assets to your estate
The elective share: what is it?

Estate Planning

The elective share: what is it?

by on Dec. 15, 2014

Marriage can have its privileges. Under South Carolina state law, a surviving spouse is entitled to receive a share of a deceased spouse's estate, even if the deceased spouse intentionally left them out of their will! This right is called the “elective share.” What makes up the elective share varies...
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The elective share: what is it?

by on Dec. 15, 2014

Marriage can have its privileges. Under South Carolina state law, a surviving spouse is entitled to receive a share of a deceased spouse's estate, even if the deceased spouse intentionally left them out of their will! This right is called the “elective share.” What makes up the elective share varies...
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The elective share: what is it?
The importance of periodic beneficiary form reviews

Estate Planning

The importance of periodic beneficiary form reviews

by on Nov. 24, 2014

Beneficiary forms are important. They determine who will receive death benefits under your life insurance policies, account balance in your IRA or company retirement plan, and some other types of property that you may own at your death. People often think that completing beneficiary forms is a one-time process (and...
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The importance of periodic beneficiary form reviews

by on Nov. 24, 2014

Beneficiary forms are important. They determine who will receive death benefits under your life insurance policies, account balance in your IRA or company retirement plan, and some other types of property that you may own at your death. People often think that completing beneficiary forms is a one-time process (and...
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The importance of periodic beneficiary form reviews
Protect you and your money

Estate Planning

Protect you and your money

by on July 18, 2014

What happens to your money when you die? How do you want your estate to be distributed? Who should be responsible for distributing your estate? What happens to you and your money if you become incapacitated and can no longer make decisions for yourself? The four documents described below answer...
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Protect you and your money

by on July 18, 2014

What happens to your money when you die? How do you want your estate to be distributed? Who should be responsible for distributing your estate? What happens to you and your money if you become incapacitated and can no longer make decisions for yourself? The four documents described below answer...
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Protect you and your money
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