Articles — page 24
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Holiday Conversation Starters: Why You Need to Talk About Estate Planning This Year
Nobody relishes the idea of talking about estate planning and yet if you want to maintain a healthy relationship with your loved ones now and long after you’re gone, it’s something you need to do. This year, when your… Read “Holiday Conversation Starters: Why You Need to Talk About Estate Planning This Year”
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Starting a Business: The Crucial Protective Measure Most Entrepreneurs Overlook
More US adults are starting a business than ever before. According to the United States Census Bureau, 2020 saw a record 4.4 million new business applications filed. In 2021, this number jumped to 5.4 million—up 53%… Read “Starting a Business: The Crucial Protective Measure Most Entrepreneurs Overlook”
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Living Your Best Afterlife: How to Protect Your Family After You’re Gone
With Halloween on the horizon and ghosts and ghouls decorating the streets, we can’t help but think about the afterlife. One day, we’ll all be six feet under and while the zombies in the storefronts might indicate… Read “Living Your Best Afterlife: How to Protect Your Family After You’re Gone”
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What Taylor Swift Can Teach You About Getting Your Affairs in Order
Taylor Swift probably wasn’t thinking about estate planning when she wrote, “words, how little they mean when you’re a little too late,” and yet the lyric applies to financial affairs just as well as to affairs of the… Read “What Taylor Swift Can Teach You About Getting Your Affairs in Order”
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Queen Elizabeth II Has Died. Here’s What Will Happen to Her Estate
On Thursday, September 8 Queen Elizabeth II passed away peacefully at Balmoral Castle in Scotland at the age of 96. As the UK’s longest-serving monarch, it comes as no surprise that she leaves behind an immense fortune… Read “Queen Elizabeth II Has Died. Here’s What Will Happen to Her Estate”
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Risk Mitigation: The Role of an Estate Plan in Keeping You Safe
Ask the average person about the first thing that comes to mind when they think of personal and household risk mitigation and they will probably mention an alarm system, regular visits to the doctor, pepper spray, and a… Read “Risk Mitigation: The Role of an Estate Plan in Keeping You Safe”
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Planning for the Future: Setting Financial Goals Big and Small
In a world focused on results, it can be easy to forget about the process, and yet if it’s financial security you’re after, the process is all that matters. Lottery winners and a very few crypto millionaires aside,… Read “Planning for the Future: Setting Financial Goals Big and Small”
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Know the Difference: Beneficiary Designations vs. Wills
Estate planning is full of pitfalls and among the most common is misunderstanding the difference between beneficiary designations and wills. The issue here (at least in part) is that popular media portrays wills as the… Read “Know the Difference: Beneficiary Designations vs. Wills”
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A Step-by-Step Guide Teaching Your Children Financial Responsibility
If you’re a parent, you don’t need us to tell you that your shoulder enormous responsibility. Bringing a baby into the world and teaching them the skills they need not only to survive, but thrive, is as challenging as… Read “A Step-by-Step Guide Teaching Your Children Financial Responsibility”
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What Most Folks Get Wrong About Estate Planning and Privacy
You could be forgiven for assuming that privacy laws protect your family’s most intimate affairs and yet, at least where estate planning is concerned, nothing could be further from the truth. Once you have passed away,… Read “What Most Folks Get Wrong About Estate Planning and Privacy”