Throughout one's lifetime, change is a constant. From the birth of a child to the day that child graduates college or welcomes his or her own child into the world, life's ever-evolving circumstances force us to constantly evaluate where we are and what we need to do...
Heirs advised to seek advice and assistance regarding inheritance assets
For many older Americans, a key estate planning goal centers on passing wealth and property down to children and grandchildren. Over the course of the next three to four decades, financial experts estimate that baby boomers will pass on upwards of $30 trillion to...
Are you single? Why estate planning is so important
During 2014 the U.S. Bureau of Labor Statistics revealed that, for the first time in recorded U.S. history, the percentage of unmarried adults surpassed those who are married. While nationally, an estimated 50.2 percent of U.S. adults are single, the number of single...
Planning for the distribution of IRA assets
According to the Centers for Disease Control and Prevention, the current life expectancy in the U.S. is roughly 78 years. Additionally, a recent Gallup poll revealed that the average retirement age in the U.S. is 62. This means that, on average, an individual must...