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Steps Your Heirs Should Take After Death to Settle an Estate

Posted on February 28, 2013 by bobrichards

Steps Your Heirs Should Take After Death to Settle an Estate After a loved one's death, particularly that of a spouse, it's hard to focus on financial … [Read more...]

Retirees May Need More Life Insurance Than They Think

Posted on February 16, 2013 by bobrichards

As the years pass by, you may feel that your need for life insurance has passed. Your children are grown, and you' may have paid off your mortgage. … [Read more...]

Protect Your Disabled Heirs With Special Needs and Payback Trusts

Posted on February 15, 2013 by bobrichards

If you or a loved one has a child or other heir that is mentally or physically disabled, then you may have major concerns about how to provide for … [Read more...]

Potential Beneficiary Problems with Your Life Insurance

Posted on February 14, 2013 by bobrichards

If you don't think through the implications of how you designate your life insurance beneficiaries, you can create unhappy results. Let's look at a … [Read more...]

Liquidity When You Need It

Posted on January 26, 2013 by bobrichards

You want to leave the family house to your three children. But how will that work? If they each have families, they certainly can't share it. And will … [Read more...]

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Recent Posts

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