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Open Enrollment Considerations

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 [...]

By | October 8th, 2018|Uncategorized|0 Comments

Keeping Your Affairs in Order

Your Fall “Legal Affairs” Checklist With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not [...]

By | September 20th, 2018|Uncategorized|0 Comments

How to Successfully Make a Large Gift to Your Children or Grandchildren

What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences.  This is particularly true if the gifted amounts are over $15,000.00, will be gifted in property, will be gifted on a regular basis, [...]

By | August 13th, 2018|Uncategorized|0 Comments

Poor Estate Planning Can Cause A Lot of Drama

Poor estate planning can be a real calamity. Look no further than Dickens’ Bleak House—or a telenovela—to witness the drama inadequate estate planning can cause. While having your estate planning documents prepared is the first hurdle to overcoming these types of blunders, poorly documented plans can derail your wishes. Family Conflict According to a TF Wealth survey [...]

By | June 27th, 2018|Uncategorized|0 Comments