Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could…
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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…
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…
Watch That Step!: Estate Planning Oversights to Avoid
In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise…
Using a Trust to Protect Your Legacy
For parents of minor children, passing assets on to their children cannot be the only focal point of estate planning. Rather, parents…
Avoid These Common Estate Planning Mistakes
Estate planning is a field fraught with pitfalls. All too often, estate planning mistakes are discovered after the person who created the…
Thanks Gramps! Planning Gifts to Grandchildren
Often, grandparents who have extra money wish to assist their grandchildren financially. A recent article discusses three ways through which grandparents can…
Back to the Basics: Estate Planning for a “Typical” Family
Contrary to popular belief, estate planning is still important for the vast majority of Americans who are not wealthy. After all, after…
Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is…
Plan to Avoid Inheritance Tax
Although taxes may be one of the items furthest from an individual’s mind when a close friend or family member passes away,…
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