IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make […]
Read More »Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
Estate Planning Isn’t Spooky! But not planning can be downright terrifying. The idea of implementing an estate plan might be one of the scariest things you have to confront as […]
Read More »How Does an IRA Fit Into Your Estate Plan?
How Does an IRA Fit Into Your Estate Plan? When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The […]
Read More »If I Don’t Have an Estate, Do I Really Need an Estate Plan?
If I Don’t Have an Estate, Do I Really Need an Estate Plan? You don’t need to have a summer house in the Hamptons or a private art collection big […]
Read More »Do you really need a trust?
Do you really need a trust? Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the […]
Read More »Do you really need a will?
You May Not Think You Need a Will, But You Really Do. Most Americans do not have a simple will as part of their estate plan. You might believe that […]
Read More »The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, […]
Read More »How You Can Build an Estate Plan that Includes Asset Protection
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity […]
Read More »Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits […]
Read More »5 Reasons to Embrace the Emotional Nature of Estate Planning
5 Reasons to Embrace the Emotional Nature of Estate Planning When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some […]
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