Category: Estate Planning

Estate Planning Myths That Refuse To Die

It can mean the difference between loved ones hoping they did right by you and knowing they carried out your wishes. Click here to read more.  [...]

What You Need To Know About Estate Planning

Even If You Don’t Think You Have An “Estate,” You Have An Estate. Click here to read more.    [...]

Why It Makes Sense to Consider Your 2017 Taxes Now

Tax planning should always work in conjunction with your estate planning, and the end of the year is a great time to look ahead to the future with your taxes. It's easy to feel as though we're just at the beginning of the fourth quarter, but it's actually an excellent opportunity to look ahead to[...]

My Estate Planning is Complete: What Now?

You might assume that after you've taken the care to sit down with a knowledgeable estate planning attorney and articulate all of the relevant documents like a trust, a will and powers of attorney that your estate planning work is done and that all basis have been covered. Bear in mind that there are certain[...]

Top Questions Asked When Giving Your Money Away After You Pass Away

There is no doubt that most people want to engage in the process of estate planning with a mindful eye towards what they intend to provide their loved ones with. Asking critical questions well in advance of completing your estate planning process can help you ensure that you have covered all of your bases. If[...]

Successful Estate Planning Must Include Comprehensive Risk Management

It is hard for anyone to save money after taxes. This is because after the government takes their portion of the pie, a person who had a large asset now faces the task of deploying effectively what is left without worrying about unnecessary risks of market loss. Many people assume that if they have insurance,[...]

Thinking About Becoming a Snowbird? Do Your Research First

A new study from Maryland shows that the majority of people who achieve age 61 are free to choose where they want to live. This is not that surprising for many retirees, who want to consider moving at least on a part time basis to a more ideal locale. In fact, up to one third[...]

How to Broach the Subject of Estate Planning with Your Parents

It can be exceptionally difficult to think about your mortality but confronting the complicated issues surrounding planning a loved one's estate is even more difficult when it is your parents. Talking about estate planning can feel uncomfortable and difficult. The feeling that this subject is extremely awkward makes it all the easier to avoid it.[...]

Avoid Catastrophes by Having a Will

Any estate planning meeting is valuable for determining your goals and future steps. However, having an estate planning attorney who is knowledgeable about the particular types of documents that you need can be extremely beneficial. Planning ahead for potential catastrophe is not always easy or fun, but it is extremely important. You can make things[...]

New Study Shows That the Oldest People Are Also the Wealthiest

The Bloomberg Billionaires Index shows that 6 out of the 25 richest Americans are over the age of 80. The Internal Revenues Service shares data that indicates just how old the top billionaires and millionaires throughout the United States are. Individuals over the age of 80 are a small portion of the population, representing 3.7%[...]