September 18, 2019 |
Are You One of the Many Adults Who Find Finances Daunting?
Thinking ahead about your future requires careful and complex consideration of a variety of issues. A recent study by Unum shows that many adults find ...
Learn MoreAre You One of the Many Adults Who Find Finances Daunting?
Thinking ahead about your future requires careful and complex consideration of a variety of issues. A recent study by Unum shows that many adults find their finances daunting and therefore, forget to take action steps that can help to protect them or their loved ones.
According to this study, around 38% of adults in the United States state that their ability to manage their finances is very poor, poor or average. Another 40% stated that they did not know if they had a life insurance policy or openly acknowledge that they didn’t have one in place.
Given that a top cause of anxiety for many of these survey respondents was thinking about what would happen to their family members should they die unexpectedly; it can be very overwhelming to approach this process on your own.
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Blogs for Estate Planning
September 17, 2019 |
Your Estate Plan Isn’t Complete Unless You Have Discussed These Five Documents
Every so often it’s helpful to sit down and review your existing estate planning documents. Ideally you will have stored a copy of these with ...
Learn MoreSeptember 16, 2019 |
Do You Really Need Life Insurance in Addition to a Will?
If you don’t have any children and are currently not married, there’s a good chance you think you don’t need life insurance. If your first ...
Learn MoreSeptember 12, 2019 |
Neel Cruise Karaoke
I’ve been told in the past that it’s easy for me to discuss Estate Planning, Elder Law and Financial Planning with my loved ones because ...
Learn MoreSeptember 11, 2019 |
My Child Has a Disability. What Do I Need to Consider with Estate Planning?
As you grow older and are concerned about the future of a child with disability, the future can seem overwhelming or even daunting. Thankfully, sitting ...
Learn MoreSeptember 9, 2019 |
Lessons from the Jeffrey Epstein Estate: Creditors First
A significant legal battle could hold more information for others approaching the estate planning process. The last will and testament of Jeffery Epstein was dated ...
Learn MoreSeptember 4, 2019 |
Can You Simplify Managing Your Loved One’s Estate?
We all know in the back of our minds that at some point in our lives we might have to sort through a loved one’s ...
Learn MoreSeptember 3, 2019 |
Asset Protection for the Entrepreneur
Many well-known career fields are often associated with important asset protection planning. From lawyers to doctors and others with substantial wealth, it’s important to think ...
Learn MoreSeptember 2, 2019 |
America’s “Forgotten Middle” in Long Term Care Planning
The baby boomer generation is bringing to light some of the most common challenges with long-term care and future planning. Since it’s expected that many ...
Learn MoreAugust 30, 2019 |
What Can I Put in a Trust?
Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to ...
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
