Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
By Canarick & Canarick |
Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you ...
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Do You Know What You Own?
By Canarick & Canarick |
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, ...
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Who is Part of Your Professional Team?
By Canarick & Canarick |
If you are like most Americans, you have at least one to-do list. You might also use lists when you ...
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Ensure That Your Loved Ones Call the Right Doctor
By Canarick & Canarick |
Now that we are in March, we are well past the point at which most of us have abandoned our ...
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Beware of Trust Scams—and How to Spot Them
By Canarick & Canarick |
Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in ...
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Why You Need to Worry About Incapacity Planning
By Canarick & Canarick |
Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away ...
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Whom Do You Trust to Make Your Financial Decisions?
By Canarick & Canarick |
You wake up and check your investments over a cup of coffee. That tech stock you have been eyeing continues ...
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Whom Do You Trust to Make Your Medical Decisions?
By Canarick & Canarick |
It might be a stretch to say that if you have your health, you have everything. However, to some people, ...
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Wills, Trusts, and Dying Intestate: How They Differ
By Canarick & Canarick |
Most people understand that having an estate plan benefits them and their loved ones. However, many individuals do not initiate ...
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Happy New Year
By Canarick & Canarick |
My last blog post of each year always provides updates on any upcoming estate tax law changes for the new ...
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New Year’s Eve Trivia and Fun Facts
By Canarick & Canarick |
Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year.[1] However, even ...
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It is Okay to Ask for Help
By Canarick & Canarick |
There are times, like the holiday season, that we think about and prepare for, for much of the year. However, ...
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Time to Make Your Estate Planning List and Check it Twice
By Canarick & Canarick |
“He’s making a list. He’s checking it twice. He’s going to find out who’s naughty and nice . . . .”[1] The estate planning process ...
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Election 2024 – The Results Are In
By Canarick & Canarick |
The results from the 2024 election are in, and although we still have weeks remaining before the 119th Congress takes ...
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Shannen Doherty Understood That With Divorce, Timing is Everything
By Canarick & Canarick |
According to a Centers for Disease Control and Prevention survey, there were more than 670,000 divorces[1] and more than 2 ...
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