Estate Planning — page 9
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Estate Planning Checklist: Five Things You Need to do Before New Years
If you’re the pragmatic type, one of your New Year’s Resolutions may have been finally getting your estate in order. However, if you’re human, you might not have gotten around to it. The promises we make in January are… Read “Estate Planning Checklist: Five Things You Need to do Before New Years”
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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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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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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”
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Estate Planning 101: Four Essential Documents for Every College Student (and Parent)
August is on the horizon and with it, the time of year that students nationwide are preparing to ship off to college. The moment is at once exciting and stressful. New possibilities collide with new responsibilities… Read “Estate Planning 101: Four Essential Documents for Every College Student (and Parent)”
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Estate Planning FAQ: How to Navigate an Unequal Inheritance
There’s nothing like the question of how to divide an inheritance fairly to give parents nightmares. Likewise, there’s nothing like parents giving more money to one child to cause conflict between siblings. Because the… Read “Estate Planning FAQ: How to Navigate an Unequal Inheritance”