Blended marriages and families are becoming more and more common. I know this firsthand. After my parents divorced, they both decided to get married again to other people. On my mother’s side, I have two stepbrothers and a stepsister. On my father’s side, I have...
Have you ever considered hiring a financial planner? You don’t have to have lots of assets and be wealthy to benefit from financial planning. In fact, some people even do their own financial planning. Whether you do your own financial planning or you hire a financial...
What would you do with $300k? I have a client whose beneficiaries have been pondering the same question for over two years! Why? Because my client didn't want to sign a form. Crazy, right? But it’s a true story. How can you keep this from happening...
Safety Deposit Box Pitfalls Many think putting their estate planning documents into a safety deposit box is a wise decision. But in many states, such as Ohio, if an individual is the only person named as the owner of a safety deposit box, then no one...
Probably just about everyone has asked themselves this question at one time or another. Maybe you’re nearing retirement and feeling a little overwhelmed with all the decisions, or perhaps you’re in your twenties, and you want to make sure that you’re setting yourself up for...
One of the most common things for spouses to argue or disagree about is money. In fact, many marriages end because couples cannot come to a consensus about money—what to spend, what to save, what to buy, what not to buy. Then there’s paying bills,...
