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It is easy to lose it all because you overlooked something you didn’t know was important.  Here are some things you need to keep your eye on so you don’t lose it all. Trust Protection — The most foundational level of asset protection is to plan for what will happen to your assets in the…

Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put the security of your financial future at risk. To mitigate these concerns, consider these useful tips to help you make informed decisions about how to…

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values — imparted through stories, life lessons, and family possessions — as the most…

If you are planning a vacation, you probably have a lot to prepare for before you get away. Between structuring your itinerary, getting plane tickets or train reservations, and booking hotels, creating an estate plan is probably not something you thought to add to your to-do list. But, think again and consider that now is…

Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal guardian for their child in their plan. Even the fictional parents in the popular television sitcom Modern Family struggled with this issue in a recent…

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