December 15, 2016 |
Five Essential End of Life Documents That You Should Have Organized
Many people can share a horror story about a loved one who did not have appropriate end of life care documents set up when an ...
Learn MoreFive Essential End of Life Documents That You Should Have Organized
Many people can share a horror story about a loved one who did not have appropriate end of life care documents set up when an incapacitating event occurred.
In order to avoid a crisis in your own family, it is a good idea to think about having these documents for yourself as well as for aging parents. These include:
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Blog
December 14, 2016 |
Planning to Move? Think Carefully About Estate Planning First
If you are thinking about possibly becoming a snowbird, it’s a good idea to do some financial and estate planning first. A recent study from ...
Learn MoreDecember 13, 2016 |
What You Need to Know About the Incapacity Trigger in Estate Planning
Estate planning is about more than thinking of who will inherit your assets when you pass away. It is also important to think about who ...
Learn MoreDecember 12, 2016 |
Creditor Protection for IRAs and Beneficiaries: Keep This Estate Planning Tip in Mind
An individual retirement account offers significant tax-deferred savings as a savings vehicle. Unfortunately, many people don’t realize that tax deferral is not the only benefit ...
Learn MoreDecember 8, 2016 |
Reasons You Need a Medical Power of Attorney
A medical power of attorney may also be referred to as a healthcare surrogate or a healthcare proxy, but this critical document allows you to ...
Learn MoreDecember 7, 2016 |
How You Can Avoid Your Family Being the 50% of Americans Who Do Not Have a Will
Many people express discomfort when it comes to talking about their own mortality or putting together an estate plan. Many more individuals simply believe that ...
Learn MoreDecember 6, 2016 |
Long-Term Care Planning and the Great Wealth Transfer
Research shows that as more baby boomers entire retirement and pass away in the coming decades, $30 trillion in assets will be passed on to ...
Learn MoreDecember 5, 2016 |
Blended Family Estate Planning
Everyone can benefit from some type of estate planning, but this process becomes all the more important in the event that you’re blending families. The ...
Learn MoreDecember 1, 2016 |
Bear in Mind That Asset Protection Planning Does Not Wholly Replace Insurance
Asset protection planning is an important process that allows you to take all of your chips off the table while you are still in ...
Learn MoreNovember 30, 2016 |
Why Late Planning Usually Backfires for The Purposes of Asset Protection
Thinking about asset protection planning after a claim has already arisen is certainly an all too common experience. In fact, it can actually make matters ...
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