estate planning Archives - Page 2 of 3 - Polaris Estate Planning and Elder Law

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. Just how immense, however, is as complex a question as what will happen

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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 whole laundry list of other things that don’t include estate planning. An

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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, nobody gets rich overnight. Building wealth takes time and, crucially, planning. This

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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 be all and end all of a person’s final wishes when, in fact, this is

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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 it is rewarding. Every parent wants their child to grow up

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