Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too If you want to leave a robust financial legacy for your family, a financial plan alone […]
Read More »5 Things Every New Mother Needs to Know About Wills
5 Things Every New Mother Needs to Know About Wills As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, […]
Read More »Want to Give the Kids an Early Inheritance? 4 Things to Consider
Want to Give the Kids an Early Inheritance? 4 Things to Consider If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests […]
Read More »Stress Test Your Estate Plan
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure […]
Read More »What To Do When a Disability Throws Your Estate Plan Into Chaos
What To Do When a Disability Throws Your Estate Plan Into Chaos As poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.” Despite […]
Read More »How Will Brexit Impact Your Financial Planning?
How Will Brexit Impact Your Financial Planning? Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility to the next […]
Read More »Long-Term Care Planning, Part 1: A Central Requirement
Long-Term Care Planning, Part 1: A Central Requirement Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is […]
Read More »The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning
The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning On June 19, 2016, when successful actor Anton Yelchin (Chekov in the recent Star Trek movies) […]
Read More »Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich? 5 Reasons to Update Your Estate Plan Estate plans are almost magical: they allow you to maintain control of […]
Read More »Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?)
Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?) The news of the unexpected death of music legend Prince, age 57, shocked the world and touched off stirring […]
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