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What’s your most important password?

You may guess it’s the password to your online bank account, to Facebook or to a shopping site.  Those are all important but there’s one

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March 13, 2016

Who makes decisions if your divorce is not finalized?

I came across a blog the other day that made a very important point.  If you are in the process of divorcing and have a

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November 1, 2015

Don’t bury your head in the sand!

So you don’t think you need a will? Don’t bury your head in the sand like more than half of all Americans.  That’s the percentage

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August 23, 2015

3 tips when making estate planning decisions

I came across this blog that was written by Julie Ann Garber, J.D. last year.  It had such good information that I decided to re-post and

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August 16, 2015

Bobbi Kristina had no will – what happens now?

Whitney Houston and Bobby Brown’s daughter, Bobbi Kristina, died on Sunday, 7/26/2015.  She was only 22 years old and probably had no plans to die

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August 2, 2015

Another actor did it wrong. Do you have your plans in place?

Julie Garber, in her weekly blog, wrote about another person who did it wrong.  When actor Paul Walker died in a terrible car crash on

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January 20, 2014

Unclaimed property – Are you a beneficiary but you don’t know it?

Over the last five years or so, a study has been conducted to determine how insurance companies ensured that beneficiaries of life insurance policies were

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June 30, 2013

Do your frequent flier miles live on after you’re gone?

The New York Times recently did research to find out and the answer was far from consistent. Only two airlines contacted have a specific, written

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December 3, 2012

Don’t Pay an Inheritance Tax on Your Own Money!

If you live in Indiana, Iowa, Kentucky, Maryland, Nebraska, New Jersey or Pennsylvania beware. These states tax your inheritance, no matter what the amount is.

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October 20, 2012
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