Safeguarding Your Estate Plan Against Three Worst-Case Scenarios
There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen [...]
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04, 2017
28
03, 2017
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 [...]
21
03, 2017
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 [...]
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03, 2017
5 Reasons to Embrace the Emotional Side of Estate Planning
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some [...]
31
01, 2017
Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change [...]
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01, 2017
A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation
Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions [...]
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01, 2017
Got Stuff? George Carlin Says You Need An Estate Plan!
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We [...]
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01, 2017
Impacts of the Trump Presidency on Estate Planning: Your Quick Guide
It's official — the Electoral College voted on December 19, 2016, essentially completing the 2016 presidential election cycle. With that [...]
5
01, 2017
Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. [...]
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12, 2016
‘Till Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage
Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands [...]