Part of a proper estate plan involves giving considerable thought to who will inherit your wealth once you pass away. Whether it is a person(s), charity, trust
Many individuals have heard of Trusts, but some may not fully understand the role they can play in one’s estate plan. There are various types of Trusts, each of
Getting your estate documents completed is no easy task nor is it an easy conversation to have. Having the big three documents – Will, Power of Attorney, and
The triple tax savings benefits of Health Savings Accounts (HSA) make it an attractive savings option, not only for medical expenses but for potential
A few weeks ago, the SECURE Act was passed which has made some significant changes that can affect one’s financial planning strategies. Below are several
(Note: this guest post was written by Kevin A. Pollock, J.D., LL.M. Kevin is an attorney and the managing partner at The Pollock Firm LLC. Kevin's practice
The Sunday Hangover.
I’m sure for those of us in our 20’s or for those who look back to our 20’s, a system was in place to deal with the Sunday headache so