January 30, 2014 |
3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without ...
Learn More3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without a plan begin to put something together. A recent article offers several estate-planning strategies for baby boomers to begin planning:
1. Create a Will and Trust: No matter what type of estate planning scheme a person employs, he or she should incorporate a will into that scheme. Within a will, a person can designate a guardian for his or her minor children, as well as the distribution of personal items such as heirlooms and valuable items.
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Blogs for January 2014
January 29, 2014 |
You have Options For Your or Your Loved One’s Long-Term Care Needs
As life expectancy continues to rise, so does the possibility that an individual will require long-term care at the end of his or her life. ...
Learn MoreJanuary 28, 2014 |
Keeping up with the Jones? How the Wealthiest Families are Protecting Themselves
While asset protection is important for many individuals, it is particularly important for high net worth families. Asset protection strategies for these families should account ...
Learn MoreJanuary 23, 2014 |
Review Your Financial and Estate Planning Goals for 2014
A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good time to refocus ...
Learn MoreJanuary 22, 2014 |
Trusteed IRAs to Assist Your Heirs in Managing Their Inheritance
The fear that a person’s adult children will mismanage their inheritance is not uncommon. Luckily, the field of estate planning offers many tools to assist ...
Learn MoreJanuary 21, 2014 |
Three Important Rules of Asset Protection
Asset protection planning is an important part of any estate plan. Incorporating asset protection strategies into an individual’s estate plan is the best way to ...
Learn MoreJanuary 16, 2014 |
Auld Lang Syne: Talk Estate Planning This New Year
While it is not the first item on everyone’s resolution list, the New Year is a great time to discuss your estate plan with your ...
Learn MoreJanuary 15, 2014 |
The Biggest Estate Planning Mistake You Are Probably Making
An estate plan is not one document. Rather, it is a collection of various documents that deal with a wide variety of assets, and leave ...
Learn MoreJanuary 14, 2014 |
Cat & Mouse: Probate Avoidance as Asset Protection
Probate is a court-supervised process through which the provisions of a person’s will are carried out. Many people choose to avoid probate by employing various ...
Learn MoreJanuary 9, 2014 |
Estate Planning – Answers to Your Questions
Although it is important for every individual to have an estate plan, the process of estate planning is often confusing and overwhelming. A recent article ...
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