by Jackie Cara | Apr 1, 2026 | Uncategorized
Takeaways With the current economy defined by uncertainty, many people hold off on financial decisions, sparking what some call the “hidden crisis” in the U.S. economy. Estate planning is a practical antidote to this sense of uncertainty. It offers a way...
by Jackie Cara | Apr 1, 2026 | Uncategorized
Takeaways Personal items such as furniture or jewelry can’t be easily divided equally, often making their distribution the hardest part of settling an estate. It’s helpful if the deceased person has listed who gets what in their will or a separate, binding...
by Jackie Cara | Apr 1, 2026 | Uncategorized
Takeaways Whether a surviving spouse automatically inherits a retirement account depends on its legal structure. Employer plans like 401(k)s generally default to the spouse due to federal law. IRAs do not have this automatic protection; the account goes to the...
by Jackie Cara | Mar 16, 2026 | Uncategorized
Takeaways Benjamin Franklin left a 200-year gift that shows estate planning isn’t just about passing down money; it’s about creating a plan that works long after you’re gone. A smart estate plan uses clear instructions, thoughtful timing, and trusted...
by Jackie Cara | Mar 16, 2026 | Uncategorized
Takeaways The largest transfer of wealth in history is underway, as baby boomers start to pass down trillions of dollars in assets, including about $4.6 trillion in real estate, to members of Generation X and millennials. Some wealthy families are buying homes for...
