Regardless of your net worth, take steps now to help ensure that your intentions will be followed as directed and that provisions will be made for your loved ones.
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The death of my rock and roll, and the need for estate planning
I have reached an age where the Rock & Roll legends from my generation are dying. The past year saw David Bowie, Glenn Frey, Prince, George Michael, Chuck Berry, and J. Geils – among many others – join that great rock band in the sky.
Helping Aging Parents Manage Their Personal Finances
With increased longevity in the U.S. population, many retirees may find themselves in the position of helping elderly parents or relatives to manage their finances. If you have an aging parent or relative in need of assistance, consider the following information.
Cultivating a “Small Business Edge”
When successful small businesses attempt to expand too rapidly, they can fail. Slow, steady growth can help a company retain its uniqueness, responsiveness, and creativity. By cultivating a small business edge, you can find your niche in the marketplace, create the potential for growth, and build a solid foundation for sustainability.
5 Avoidable Mistakes in the Will You Write
I do not suggest drafting your own will, because what you create is sometimes worse than nothing at all. However, I appreciate that some people sometimes want to take a shot at directing their estate's destiny. If you are one of these people, take note of these five suggestions before executing your document.
Just Married: Newlywed Estate Planning Cheat Sheet
You’re already sharing a life, now it’s time to share some important info to get your matrimonial journey off to a great start.
Why Plan Your Estate?
The careful planning of an estate requires a great deal of expertise. If you surround yourself with a professional, supportive team as you begin the process, working through its many stages and adjusting your plans over time will assure you—and those you love—that the future will be secure for all.