(Image credit: Getty Images) As we approach mid-February, many of us might be feeling the pressure to start working on one of the goals we set for our new year: Getting estate plans done to better protect those they love. The urgency to get this accomplished can be especially difficult and forces us to ask […]
Trusts for Children: Should You Name Your Spouse as Trustee? Read More »
(Image credit: Getty Images) Being a military spouse can throw constant curveballs your way. Between demanding work schedules for the servicemember, frequent moves and living alone or taking on single-parenting duties during deployments, the life of a military spouse is all about navigating disruption. If you’re a military spouse handling the family finances, whether by
Your Guide to Financial Stability as a Military Spouse Read More »
In 2011, we brought on a client on the verge of retirement. Six months into retirement, her husband died of brain cancer. While the wife had what most people would consider to be an estate plan in place, the financial nightmare that followed the human tragedy totally changed how I prioritize these conversations. If your
Top Five Items to Prioritize When Your Spouse Is Ill Read More »