Do You Have a Digital Fortune?
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by…
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Showdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through…
Risky Do-It-Yourself: Wills
Software or online programs to help you plan your estate are popping up everywhere, but that doesn’t mean they are the best…
How To Handle Leaving Unequal Amounts To Your Children
Many parents divide their assets equally among their children. That’s the easy way. But what if you want to give more to…
3 Steps for Baby Boomers Without a Plan
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that…
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…
Cat & Mouse: Probate Avoidance as Asset Protection
Probate is a court-supervised process through which the provisions of a person’s will are carried out. Many people choose to avoid probate…
Estate Planning – Answers to Your Questions
Although it is important for every individual to have an estate plan, the process of estate planning is often confusing and overwhelming.…
For the Newbies: Four Estate Planning Tips For Beginners
Estate planning is often a difficult topic to approach. Not only is it difficult for many people to discuss the reality of…
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