The holidays can provide the perfect time to get your affairs in order. It’s an opportunity to discuss what can be a sensitive subject with all the family present, but what is the best way to approach the conversation?
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Remarriage and Estate Planning: What You Need To Know
If you are divorced or widowed and planning to remarry, you may want to take the opportunity to review and revise your estate conservation strategies.
When It Comes To Estate Planning: Know Your ABCs
Many people don't know where to begin when it comes to developing their estate plan. It's never too early to begin planning. We've broken down the basic ABCs to help create a plan that will ensure your wishes are met.
Elder Care For A New Age
The old rules and conventional wisdom of retirement savings no longer apply. Here’s a brief look at how longevity is rewriting the eldercare rulebook.
Did Sean Connery exclude his son Jason Connery from his will?
It would seem that Sean Connery already had effective trust and estate planning in place to ensure his wife Micheline would be well taken care of and his son Jason Connery removed from his will.
Wills and Trusts: Know the Difference
You can and should do your best to control your assets from beyond the grave. If you are unable to do so, there may be obstacles to managing your estate.
Ensuring Your Life Matches Your Life Insurance
Your life insurance policy is only worth having if it grows and changes with you and your circumstances. As life happens, your situation will change and evolve. Your life insurance document should change and evolve with it.
The Star Player on Your Estate Planning Team
No estate planning professional can build the best plan possible without the help of the most important member of the estate planning team: YOU.
Navigating Intellectual Property Rights
In the age of the internet, estates just aren’t as tangible as they used to be. The wrong methodology might saddle your loved ones with quite a tax burden.
Planning for the Uncertain With Advanced Directives
If you’ve ever had a major medical procedure at a hospital, chances are you’ve at least heard of advanced medical directives. Advanced directives are intended to reduce uncertainty in what can be an otherwise trying time for your loved ones.