Estate Planning

May 5, 2022

When Planning an Estate, Avoid These Six Mistakes

Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without…

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April 21, 2022

Planning for the Generational Wealth Transfer

Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…

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April 14, 2022

How Life Insurance Is Involved With Estate Planning

Initially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life…

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March 31, 2022

Probate Can Be Disrupted by Creditors

In a will, the personal representative (executor) specifies that the date of death of the testator must be publicized, typically in a…

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March 17, 2022

Leaving an Estate to a Surviving Spouse

Following the loss of a spouse or longtime partner, it is difficult to look past your grief. However, it is crucial to…

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March 10, 2022

Knowing Your Parents’ Aging Strategies Can Help You Avoid Medical Crises

In the US, many adult children live a long distance from their parents. Managing aging parents or in-law medical events can be…

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March 3, 2022

Equality Is Usually Viewed as Equitable

If you want to leave property to your children, it makes the most sense to divide everything equally. That is the straightforward…

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February 24, 2022

Advice for Parents of Children With Special Needs on Estate Planning

With today’s medical advances and health care advancements, children with a wide variety of special needs (disabilities) can live more productive lives…

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February 10, 2022

Leaving a Sad Legacy: Larry King

Legendary talk-show host Larry King married seven women and had five children with many of them. He died at age 87 on…

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February 3, 2022

COVID-19: Changing Your Health Care Directives

Coronavirus pandemic forces us to assess our values, priorities, and overall health. The little COVID-19 clinical information relating to treatment options and…

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