Online Wills

Here is a review of Online Wills to include other necessary legal instruments.  For some, these tools are appropriate, but we generally advise seeing an estate lawyer to create these documents if you have complexities or need to maximize federal or state estate or death taxes.

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This is a WSJ article.  Often the WSJ does not allow direct links to their articles.  However, if you search the tile "Before It's Too Late: A Test Of Online Wills" you can find and access the article.

College Savings Utilizing Insurance

Rarely does it make sense to use insurance for an investment.  Cost matters when investing and risk exposure is actually an advantage, over long periods of time, which can be rewarded with higher returns.  Early college planning clearly meets these criteria with an inflation rate around 6%, and insurance investments omit these two important factors.

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This article links to Wall Street Journal (WSJ).  Occasionally the WSJ limits access to subscribers based on its marketing strategy.  Often, if the link requires subscriber access, you can “search” the original title of the article and gain access through you search function, where apparently the WSJ allows access.

A Sign Vacation Home Values Are Returning

One of the first signs that the vacation homes are returning in value.  After years of low values and no buyers, the National Association of Realtors states that second homes acquired for personal use are up 30% with the return of market values.

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This article links to Wall Street Journal (WSJ).  Occasionally the WSJ limits access to subscribers based on its marketing strategy.  Often, if the link requires subscriber access, you can “search” the original title of the article and gain access through you search function, where apparently the WSJ allows access.