Last week, news spread quickly of the unexpected death of legendary musician, Prince. Posts covered Facebook news feeds. Twitter exploded with comments lamenting the loss. Tributes rang out musically on stages across Broadway, concert halls, and Satu… Read More

Instead of naming an individual as a beneficiary for your retirement account, you can help that savings grow even more by naming a standalone retirement trust. The trust then provides for your beneficiaries and distributes money each year. Some of th… Read More

Sometimes talking about end of life issues and living wills can be uncomfortable. Sometimes we are challenged with how to broach the topic. Too often, we think about these matters only after watching someone else go through losing a loved one or thro… Read More

With the start of a new year, we often take time to reflect on the past, look forward to the future, and generally set goals to get our houses in order—whether our physical houses, our fitness houses, or our financial houses. One of those areas in… Read More

The Chicago Tribune carried a great piece in December 2015 about the ability to choose national parks as a final resting place. Many parks allow the scattering of cremation remains, but each park’s rules are different. The National Park Service… Read More

In 2015, NPR aired a segment on issues facing women in retirement. One of the points made is the lack of saving by many women combined with a longer life expectancy. Added to that is a complication of our mobile society: although years ago the childr… Read More

Beginning October 1, Florida parents now are able to designate a person to make health care decisions for their minor children in case the parent is unable to be reached. Additionally, the traditional health care surrogate designation for adults can… Read More

Some people say to me, “But I don’t need a will; I don’t have anything.” For a few people, this might apply; those persons might not now have anything in their estates that needs to be handled with a formal plan. One concern, though, is that… Read More