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Category: Estate Planning

Should I Retire in Another State?

POSTED ON: October 1, 2019 BY: Kyle Krull
Choosing where you retire will be influenced by a number of factors. You are nearing retirement. You have so many adventures ahead of you. The big question is where will these retirement adventures take place? According to a recent The Motley Fool article titled “4 Reasons to Relocate in Retirement,” you need to consider a […]
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Beneficiary Designations Should Not Be Overlooked

POSTED ON: September 30, 2019 BY: Kyle Krull
Beneficiary designations are important to estate planning. You are checking off your estate planning needs. You have a last will. You have a general durable power of attorney for financial matters. You have an advance health care directive, which includes a health care treatment directive and durable power of attorney for health care decisions. Are […]
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What Options Do I Have for Changing My Last Will?

POSTED ON: September 27, 2019 BY: Kyle Krull
There are a few ways to change will. You are considering changing your will. Perhaps your spouse died or you are now divorced. Perhaps you have added more children to your family. Maybe you need to address new laws within your state or at the federal level. Periodically changing your will is not unusual. In […]
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How Can I Help My Aging Parents with Their Financial Matters?

POSTED ON: September 26, 2019 BY: Kyle Krull
Your aging parents may need assistance with financial matters. Your parents are getting older. As such, they are starting to forget little things. These little things could become a bid deal if they involves their finances. According to recent ABC7 On Your Side story titled “Six tips for managing an elderly parent’s finances,” adult children […]
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