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Category Archives: Estate Planning

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Beneficiary Issues

Most of your assets will never pass on through your will (assuming you have one).  IRA’s, 401k’s, life insurance and annuities all have direct beneficiaries that were recorded when you first signed up for them.  For many of those assets, that information may be outdated.

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Have You Had “The Talk”?

“The Talk” I’m not referring to “the talk” with your teenage children about sex, but rather the “parent and adult children talk” about the parent’s estate plan. Have you had this conversation? Most people have not. My sister Lori is coming to town this weekend

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Robin Williams’ Solid Estate Plan

This week we heard of the devastating news of the passing of Robin Williams.  Although there is complete sorrow in the loss of an individual that literally touched the lives of millions of people, this article demonstrates how there were positive lessons learned by the

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Why Retirees Would Want Life Insurance

If you have a desire to leave money for your spouse or kids, life insurance is the best asset to leave them.  Notice I said “asset,” not  “investment.” At death, don’t investments morph into just another asset? I think so and I try to convey

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“Cameron Frye, This One’s for You!”

This is a guest post written by Clifford Holm, an attorney with Fuchs & Roselli, Ltd.    In 1986, a budding Chicago philosopher looked us square in the eye and cautioned us all: “Life moves pretty fast. If you don’t stop and look around once