Your Five Task Year-End Estate Planning To-Do List
The new year is fast approaching. As we all prepare for the holidays, here are some things that should be on your end-of-year checklist: 1. Make Sure Your Estate Planning ...
Planning on Giving Money this Holiday Season? Five Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often, we consider our life circumstances and may get in the spirit of giving. This is particularly ...
Six Events Which May Require a Change in Your Estate Plan
Creating an estate plan is not a one-time event. You should review your plan periodically, to ensure it is up to date, and make necessary changes if your personal situation ...
How an Estate Planning Letter of Intent Can Help Your Family
Estate planning is an important task that everyone should undertake as it helps to protect your family and their financial future. However, estate planning can do much more than focus ...
Digital Afterlife: An Estate Plan for Your Facebook Account
Did you ever wonder what happens to your digital footprint when you pass away? As the internet has become more of an integral part of our lives, our information — ...
Why New Parents Need an Estate Plan
Becoming a new parent is a life-changing experience, and caring for a child is an awesome and joyful responsibility. This is also the time to think about your child’s future ...
Things to Consider in Establishing a Charitable Giving Plan
For many individuals, leaving a legacy of charity is an important component of estate planning, but there are many factors involved in creating a charitable giving plan. First, it is ...
How to Fix Five Common Estate Planning Problems
Not surprisingly, most people put off reviewing their estate plan because it can be both confusing and daunting. Others do not want to think about death and avoid the topic ...
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversations focus on ...
Beneficiary Designations and a Blended Family: Why You Need to Think Before You Sign
Whether you are in your first marriage or have remarried after a divorce, blended families are a common part of modern society. That being said, it is important to understand ...