October is Polish-American Heritage Month! Who knew?! It’s exciting to be able to look back to my childhood and where I came from. I was born in Warsaw, the capital city, and recall the hustle and bustle of buses, trams, and city lights. Coming...
Read moreWhat to Consider When Designating Your Beneficiary
In my world, there are two types of assets – those controlled by your will, and those controlled by beneficiary designations. Assets that are controlled by your will are called “probate” assets, because they pass according to your will with...
Read moreImportant Things to Consider When Choosing Guardians
Thinking about who would raise your child if something happened to you and your spouse is definitely not something anyone wants to think about. And, quite frankly, the likelihood that you and your spouse will both pass away while your child is...
Read moreTeaching Children About Financial Literacy
It is never too early to teach your kids about financial literary! In fact, teaching your kids how to earn, spend and save money can have a critical effect on their economic wellbeing in adulthood. We rely on schools to teach our kids science...
Read moreWhen Do You Know Your Estate Plans Are Ready?
“I’ve signed my DIYed estate planning documents and now I am all done!” Wrong. It’s important to understand that these documents are just part of estate planning. Making sure that your plan incorporates your assets and your debts is the next...
Read moreHere’s What They Don’t Tell You About Online Wills
Google, while an excellent tool for so many things, won’t be able to tell you everything you need to know about estate planning. Even more specific websites that claim to help you write your own will cannot walk you through the specifics that...
Read more