Posts in 2021

Dec 30 Gifting You a Family Wealth Planning Session

It is at this time of year, that I am continuously reminded that one of the ultimate gifts we can give is the gift of ensuring we ...

Dec 02 Am I at Risk of Disinheriting Loved Ones If I Remarry?

Today, we’re seeing more and more people getting divorced in middle age and beyond. Indeed, the trend of couples getting divorced ...

Nov 04 How Do I Find My 401(k) From a Previous Job?

Try these 4 Tips to Track Down an Old 401(k) Account Making the decision to leave an employer isn’t one to take lightly and ...

Sep 16 Commonly Asked Estate Planning Questions for Families

QUESTION: Can we leave our 401(k) to our minor children when we die? -Pondering Parent’s ANSWER: Dear Pondering Parent’s, Though ...

Sep 16 Estate Planning for Newlyweds: Everything You Need to Know - Part 2

If you were recently married, now is an excellent time for you and your new spouse to consider safeguarding the future with an ...

Sep 16 Estate Planning for Newlyweds: Everything You Need to Know - Part 1

As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do ...