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What You Must Know About Your Right to Your Spouse’s Retirement Benefits

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family.  Read more… What You Must Know About Your Right to Your Spouse’s Retirement...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead, including...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new...
5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have to be that way. Instead, it can be the most empowering decision you ever make...
Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Today, we’re seeing more and more people getting divorced in middle age and beyond. Indeed, the trend of couples getting divorced after age 50 has grown so common, it’s even garnered its own nickname: “gray divorce.” Today, roughly one in four divorces involve those...