August 6, 2014 | Beneficiaries
Newlywed Estate Planning
While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into your estate planning as ...
Learn MoreNewlywed Estate Planning
While there is a great deal to celebrate getting ready for your wedding, don’t neglect this excellent opportunity to delve into your estate planning as well. Unfortunately, as you may already know, accidents can happen at any time. Of course we all hope that nothing impacts your new family and celebrations, but it is critical that you discuss your plans with your new spouse and outline your plans early. Remember that it will be much easier to update them later on once you have decided on the proper documents, but that you should never neglect putting your plan together entirely.
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Blogs for Estate Planning
August 5, 2014 | Estate planning
Do I Need a Trust?
As trusts have gotten more popular and evolved in type to appeal to a lot of people, so now you might be under the impression ...
Learn MoreJuly 22, 2014 | Blended Families
Estate Planning Tips for the Blended Family
Second or third marriages can be very fulfilling, but they also bring their own set of challenges when it comes to estate planning. There could ...
Learn MoreJuly 17, 2014 | Estate planning
For The Ladies: Special Estate Planning Considerations for Women
For the most part, financial planning and estate planning tools are very similar for men and for women, but there are several facts that result ...
Learn MoreJune 23, 2014 | What Can An Estate Planning Accomplish That I Can’t?
What Can An Estate Planning Accomplish That I Can’t?
In this world driven by do-it-yourself options, it might seem like you can handle just about anything. There are several things, though, that you definitely ...
Learn MoreJune 18, 2014 |
If It’s Good Enough for the Clintons, It’s Good Enough For You
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...
Learn MoreJune 16, 2014 |
Avoiding Estate Planning Mistakes: Unfunded Living Trusts
When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary ...
Learn MoreJune 10, 2014 |
Is There a New Paradigm in Estate Planning?
Although more and more people are realizing the importance of estate planning, it’s possible to overlook the opportunities and to walk away with very basic ...
Learn MoreMay 23, 2014 | Asset Protection
Estate Planning For Your House: Irrevocable Trusts
A transfer of assets outright may not be the best solution as this has been known to create undesirable outcomes. In the case when planning ...
Learn MoreMay 21, 2014 | Creditor Protection
Married Couples without Children: Estate Planning Recommendations
Your individual estate plan is going to depend largely on your personal situation and the goals you have for your assets. That being said, one ...
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