+-*What Will Happen to Your Business If You Become Incapacitated or Pass Away? Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning — including your business and […]
Read More »What to Expect for Estate Planning in 2018
+-*What to Expect for Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. ● The death tax. The death tax has been in a state of […]
Read More »Aging.gov: A Resource for Older Americans and Their Families
+-*Aging.gov: A Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a website launched by the former administration. The goal of this website is to act as gateway for older Americans and their families, friends and caregivers to locate information about leading a […]
Read More »Organizing for Tax (and Estate Planning) Season
+-*Organizing for Tax (and Estate Planning) Season It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in […]
Read More »What to Expect from Estate Planning in 2018
+-*What to Expect from Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected.
Read More »There’s Never A Better Time Than Now To Get Your Affairs in Order
+-*There’s Never A Better Time Than Now To Get Your Affairs in Order As the busy year is coming to a close, I am writing this last post of 2017 with an eye towards the future. The idea of getting your financial and legal house in order is likely the last thing on your mind […]
Read More »Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
+-*Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth […]
Read More »IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
+-*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 regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need […]
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 an adult. But estate planning does not have to make chills run down your spine. On the contrary, estate planning is empowering for both you […]
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 answer depends on how you go about creating your estate plan and selecting beneficiaries, and you might be surprised to find out that your money […]
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