May 14, 2019 |
Yes, Estate Planning is for You
For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich ...
Learn MoreYes, Estate Planning is for You
For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich and famous often neglect their estate planning at the risk of their loved ones.
But smart future-focused people know that estate planning goes far beyond just protecting the assets of the wealthy. Estate planning accomplishes goals that affect you during your lifetime, too, especially as it relates to disability and incapacity planning.
Schedule a meeting with a member of our advisory team
Author: ron_rasco
May 13, 2019 |
Does a Will Distribute All of My Assets?
If you’ve printed out a basic will, signed it, stored it, and then forgotten about it, this could set your loved ones up for challenges ...
Learn MoreMay 8, 2019 |
Do I Need to Update My Will If I Move to A New State?
If you previously prepared a will in your old state of residence and it was valid there, it is most likely valid in your new ...
Learn MoreMay 7, 2019 |
Does the State Get Everything If I Pass Away Without A Will?
There are plenty of different reasons to use an estate planning lawyer to help you write a will, but worrying about the state claiming entitlement ...
Learn MoreMay 6, 2019 |
If You Have Children, You Need A Will
You might have heard in the past that it is extremely important to put together the most basic of estate planning tools; a will if ...
Learn MoreMay 1, 2019 |
Billionaires Are Living Longer: What Does This Mean for Estate Planning?
Tom Benson passed away in 2018 at age 90. He left behind a significant empire that included multiple car dealerships and two professional sports teams ...
Learn MoreApril 29, 2019 |
Did You Do Your Part for April’s Financial Literacy Month?
According to Schwab’s 2017 Modern Wealth Survey, plenty of people are simply uncomfortable talking about their finances with their family and friends. However, if any ...
Learn MoreApril 24, 2019 |
Will Deferring My Social Security Payments Really Make A Difference?
Research shows that people who have average health and moderate levels of wealth will be better off deferring their Social Security benefits until age 70, ...
Learn MoreApril 23, 2019 |
You Do Have an Estate!
Many people are under the impression that if they do not have significant assets that meet the estate tax laws in their country that they ...
Learn MoreApril 22, 2019 |
Solving the Password Problem with Digital Estate Planning
In the digital stage, estate administration requires going one step further and ensuring that you have an appropriate strategy to share the passwords to your ...
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