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.
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estateplanning
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.
Liquid Assets: Transform Your Estate Plan and Your Family's Future
A liquid asset is cash on hand or an asset that can be quickly converted into cash. They may be referred to as cash equivalents because the owner is confident the assets can easily be exchanged for cash at any time. The asset must meet several requirements before it can be considered liquid.
Important Steps in Preserving Your Estate
Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones.
Benefit Trade-Offs in Property Titling
Each form of property ownership has specific implications, and, when assessing a method, the benefits gained must be balanced against the benefits lost.
A Buffer for Your Estate
Estate planning is an ongoing process that requires a personal commitment in order to make sure the end result is just the way you want it.
Using a Durable Power of Attorney
Did you know you have the right to grant the legal power to conduct business on your behalf to anyone you choose?