Current estate planning clients are looking to leave more than money and property to the next generation. As Businessweek reports, people are now attempting to leave their personal legacies through devices such as ethical wills, life histories, and video recordings. Through these devices, people are adding a human component to traditional estate planning.
According to certified financial planner Neal Van Zutphen, “There’s an element regarding money, but it is really more about affirming your life as a legacy.” Because of the various ways to create a personal legacy component of a will, these can be done as a small do-it-yourself project, or a more intensive, expert-guided concept. Perhaps the most frequently used form is the ethical will, which is a simple letter to one’s family. Van Zutphen provides all of his clients with workbooks to assist them in preparing ethical wills.
Current estate planning clients are looking to leave more than money and property to the next generation. As Businessweek reports, people are now attempting to …
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent and reckless.” As …
Every day, people are living more of their lives online. Whether via Facebook or online banking, millions of people conduct substantial portions of their personal …
I grew up watching the Brady Bunch. Mike and Carol Brady are my first recollection of the “Blended Family.” Mike had three children from a …
Who should raise your children if for some reason you and your spouse are unable to do so? It’s not an easy question to answer, …
You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the …
It’s not uncommon for my out-of-state relatives & friends to utter some variation of the phrase “I wouldn’t be caught dead in New Jersey.” Just …
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid …
Something I am asked regularly is “what is probate?” Often, that question is followed up with “how do I avoid probate?” I always find it …
While out driving yesterday, I passed a sign put up by a builder seeking to sell “Estate Homes.” Despite the fact that I deal with …
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<p>The post Estate Planning Is Not “Set It and Forget It”: 5 Life Events That Should Trigger a Review first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
