January 25, 2017 |
Top Estate Planning Terms You Need to Know
Delving into the process of estate planning might feel overwhelming if you’re not sure what the various terms mean. Read on to get a glossary ...
Learn MoreTop Estate Planning Terms You Need to Know
Delving into the process of estate planning might feel overwhelming if you’re not sure what the various terms mean. Read on to get a glossary briefing about some of the most common terms you might hear during this process. 
Guardian: A person who is appointed to care for another individual. Can be for disabled persons, those unable to make decisions for themselves, and minors.
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Author: ron_rasco
January 24, 2017 |
A Will Is an Important Estate Planning Document, But It Doesn’t Always Avoid Probate
An estate plan usually begins with a will or a living trust. While a basic will is important for providing your instructions, it does not ...
Learn MoreJanuary 23, 2017 |
Make Use of the Federal Gift Tax to Pass on Assets
While your estate plan should certainly include careful strategies about how you want to pass on your assets after you pass away, it might also ...
Learn MoreJanuary 19, 2017 |
Longevity and Estate Planning for the Wealthy in 2017
As longevity has been increasing and advances in medical technology may only continue that trend, it presents an estate planning challenge for anyone, but particularly ...
Learn MoreJanuary 18, 2017 |
Half of Prince’s Estate Likely Goes to Uncle Sam Due to Poor Estate Planning
There’s been no shortage of celebrity estate planning blunders in recent years, illustrating that even wealth and celebrity are not protection enough when it comes ...
Learn MoreJanuary 17, 2017 |
Helping a Loved One Age in Place
One of the biggest concerns for the retiring population and individuals approaching older ages has to do with being able to age in place. More ...
Learn MoreJanuary 16, 2017 |
Business Exit Planning: The Sooner, the Better
When it comes to looking years down the road in your business, one of the most important things you can do is to plan early. ...
Learn MoreJanuary 13, 2017 |
What You Should Know About a HIPAA Release and Estate Planning
There are many different documents that you may wish to have in your arsenal when it comes to preparing for your future. One of these, ...
Learn MoreJanuary 12, 2017 |
Tax Planning Tips for Giving to Charity in Order to Make the Most with Your Gift
If you’re thinking about giving some of your assets to charity and want to use the estate planning process to do so, you are not ...
Learn MoreJanuary 11, 2017 |
How Long Has It Been Since You Looked at Your Estate Plan?
Beyond never beginning the estate planning process, the second most common mistake that individuals make is thinking that estate planning is something that can be ...
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