Your Estate Plan is connected to your Financial Plan Before you meet with your estate planning attorney , you may consider that estate planning should be done in conjunction with financial planning. It also makes sense to connect the two. Why?…
You may be reluctant to share your estate plan and health care wishes with your family because you think it’s your private business. But your decisions affect your children so it makes sense to speak with them about your intentions…
You probably already know that most marriages in the U.S., around 50%, end in divorce. According to data from 2013, 64% of previously married men had remarried that same year, compared to 52% of divorced or widowed women. However, the…
Happy New Year! When’s the last time you reviewed your estate plan? If it’s been a while, you may want to find yours, dust it off, and read it – you may discover that it’s out dated. For example, if…
Planned Giving. If you have an estate plan or have considered estate planning, you may want to think about what kind of legacy you’d like to leave through planned giving. Your estate planning attorney can help you achieve your long-term…
Toward the end of the year and beginning of the New Year, you may think about your legal, financial, and tax planning. You may also consider giving to one or more charitable organizations. Combine these together and you have the…
Thanksgiving, celebrated in November in the U.S., is a time when most people give “thanks” for what they have in their lives, from family to great health. But it’s also a time to remember veterans who fought for the freedoms…
Estate planning requires careful planning. Don't listen to neighbors who claim you don’t need to hire an attorney or that you have plenty of time to get your affairs in order. You never know what lays down the road. Here’s an…
Imagine if the following happened to you: A decedent disinherits her daughter in her Last Will and Testament believing it meant that the daughter would not receive any of client’s assets when decedent passes away. Unfortunately, the mom forgot that…
You’re not taking financial and legal counsel from your neighbor, are you? Perhaps he or she told you that you need to get an annuity. Do you even know what this is? If not, you could make one of the…