Asset Protection
Yes, You Need a Will. Now.
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
September 30, 2022
Charitable Planning
How to Plan in a Time of Uncertainty
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
August 18, 2022
Asset Protection
Do You Want to Be an Executor?
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
July 29, 2022
Estate Planning
Is a Trust a Good Idea?
What will happen to your assets when you can no longer manage them?
July 21, 2022
Asset Protection
How Can I Help My Family After I Pass Away?
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
July 1, 2022
Asset Protection
Will My Family Hate Me If I Die without a Will?
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
June 22, 2022
Estate Planning
What are Benefits of Pre-Planning My Funeral?
Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?
June 15, 2022
Estate Planning
Half of Americans Don’t Have a Will
Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.
May 31, 2022
Estate Planning
Special Needs Planning
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 16, 2022