Apr 22

7 Events That Necessitate a Review of Your Estate Plan

By Beverly Davidek

Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances.No matter who you are, your life will inevitably change: families change, laws change, assets change, […]

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Apr 15

Could an IRA Trust Benefit Your Family?

By Beverly Davidek

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form.Unless you take extra steps, the named beneficiary can do whatever he or she wants with the account’s […]

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Apr 01

Reclaim Your Role as Your Child’s Primary Influence—Part 2

By Beverly Davidek

In the first part of this series, we discussed how today’s children are increasingly influenced more by their peers than their parents. In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking havoc on children’s psychological development, while making parents feel powerless to get through to their kids. […]

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