Monthly Archives: September 2013

Beneficiary Deed v. Trust – Which is Best for You?

By |September 18th, 2013|

If you have ever faced the challenge of probate following the death of a loved one, you know the process can be time-consuming and costly.

But did you know that a Beneficiary Deed can take your real estate out of the probate process, greatly simplifying your responsibilities as estate administrator?

How Does a Beneficiary Deed Work?

A Beneficiary […]

Life Expectancy and Health Care Planning

By |September 3rd, 2013|

Health Care Planning: Will you cruise through retirement?

Except for government employees and Social Security, retirement plans that pay benefits until death are pretty much a thing of the past. Plus, people today are living longer.  The cost of health care continues to rise more rapidly than inflation and is now one of retirement’s biggest (and […]