Estate Planning

Dec 24, 2019
2 min

Can My Estate Plan Include Illiquid Assets, Like Real Property and Ownership Interests?

“No good estate plan can afford to ignore the other assets, the ones called ‘illiquid.’ That category includes anything that can’t...

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Author

Nov 7, 2019
2 min

Are Seniors Prepared for Natural Disasters?

“A new national poll shows that many people over age 50 haven’t taken key steps to protect their health and well-being in case of severe...

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Why Estate Planning is Essential for Small Business Owners

Author

Aug 26, 2019
3 min

Why Estate Planning is Essential for Small Business Owners

“Developing a proper business plan, securing financing, marketing, paying taxes and all of the other small, but significant, details will...

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Estate Planning a Necessity for Small Business Owners

Author

Aug 14, 2019
3 min

Estate Planning a Necessity for Small Business Owners

“As a small business owner, you have worked incredibly hard to make your business a success. What began as an idea is now, due to your...

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Think of Estate Planning as Stewardship for the Future

Author

Jul 11, 2019
3 min

Think of Estate Planning as Stewardship for the Future

“Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.”...

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Here’s How You Know You’re an Adult: 10 Documents

Author

Jun 7, 2019
3 min

Here’s How You Know You’re an Adult: 10 Documents

“I’m planning a major trip in 2020: It’s the year I turn 50, and I’m going to visit 50 places I’ve never been before. Among the fun...

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The Conversation You Need to Have with Your Parents

Author

Jun 6, 2019
2 min

The Conversation You Need to Have with Your Parents

“Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure you're on...

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Common Estate Planning Mistakes That You Can Avoid

Author

Jan 11, 2019
3 min

Common Estate Planning Mistakes That You Can Avoid

“There may be changes in your personal and family situation like births, deaths, marriages, divorces, illness, injury or disability of...

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Here’s a Happy Way to Start the New Year – A Gift of Estate Planning

Author

Jan 8, 2019
2 min

Here’s a Happy Way to Start the New Year – A Gift of Estate Planning

“We know what you may be thinking. Estate planning can be morbid, and no one wants to think about the end of life during the holiday...

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New Year’s Resolutions Can Still Include Your Estate Plan

Author

Jan 2, 2019
2 min

New Year’s Resolutions Can Still Include Your Estate Plan

“We often think of exercising more, eating healthier or getting better sleep, but what about a resolution that continues in the spirit of...

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Four Giant Estate Planning Mistakes to Avoid

Author

Dec 13, 2018
3 min

Four Giant Estate Planning Mistakes to Avoid

“Americans are drawn to celebrities. We read about their lives, gossip about their deeds and ogle their pictures. Perhaps it is...

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Why a Will Is Just the Start of Retirement Planning

Author

Dec 4, 2018
2 min

Why a Will Is Just the Start of Retirement Planning

“But while we know about the Queen of Soul’s insistence on being paid in cash for her shows and Prince’s vast Paisley Park estate and...

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What a Good Candidate for Executor Looks Like

Author

Nov 12, 2018
2 min

What a Good Candidate for Executor Looks Like

“No matter how old you are, it’s never too early to think about what you would like to do, if something were to happen to you. That can...

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Protect Your Family and Yourself with Planning

Author

Nov 9, 2018
2 min

Protect Your Family and Yourself with Planning

“It is hard to think about death, but organizing your financial paperwork, having a will, making sure you have an appropriate amount of...

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Six Savvy Moves to Protect Your Retirement and Your Family

Author

Nov 6, 2018
2 min

Six Savvy Moves to Protect Your Retirement and Your Family

“When was the last time you looked at your financial beneficiaries and other estate planning documents?” Estate Planning. One couple...

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What Surviving Spouses Need to Do Immediately

Author

Nov 2, 2018
3 min

What Surviving Spouses Need to Do Immediately

“As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.” The first...

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Are Your Digital Assets Under Your Control?

Author

Oct 23, 2018
2 min

Are Your Digital Assets Under Your Control?

“In the internet age, personal archives are no longer limited to the tangible. In fact, much of one’s personal archives is now...

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Estate Planning for Digital Assets: Don’t Do What Most Do

Author

Oct 15, 2018
2 min

Estate Planning for Digital Assets: Don’t Do What Most Do

“In a recent survey of baby boomers, antivirus software provider AVG Technologies found that only 16% of respondents had thought about...

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Getting Ready to Fly South? Estate Planning and Snowbirds

Author

Oct 4, 2018
2 min

Getting Ready to Fly South? Estate Planning and Snowbirds

“Because the laws governing estate planning and Medicaid benefits differ from state to state, it is advisable that you have your...

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Celebrities Make Estate Planning Mistakes–In a Big Way

Author

Oct 1, 2018
3 min

Celebrities Make Estate Planning Mistakes–In a Big Way

“As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind. Your beloved...

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