Newly Single? Financial Self-Protection Tips

If you have a lost a partner or spouse whether through divorce or death, being newly single can be not only an emotionally painful experience, but a financially difficult experience as well. Below are 5 self-protection steps you can take to get back on track...

Asset Protection Strategies to Shield Your Real Estate

If you own real estate, there are a number of strategies you should consider to protect your assets. If you own real estate, chances are that you have purchased insurance to protect your assets against damage or loss.  Liability insurance should be your first line...

New Help for Financial Caregivers

If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best...
Include Your Pet In Your Estate Planning

Include Your Pet In Your Estate Planning

Most of us who own pets consider them to be a loving part of the family; unfortunately, the plans we may have so carefully put together to protect our loved ones frequently do not take our pets into consideration. According to the ASPCA, only about 17% of dog and cat...

7 Steps for Effectively Managing an Inheritance

Research shows that a majority of baby boomers will receive an inheritance at some time during the lives, with the average inheritance estimated at almost $65,000.  Should you be the recipient of family largesse, here are 7 steps you can take to be sure your...