August 20, 2021 •
Estate Planning ![]()
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreAugust 17, 2021 •
Estate Planning ![]()
The conversation about being prepared for the passing of a partner can be difficult to have but navigating the issue can be more complicated for LGBTQ+ families.
Read MoreJuly 28, 2021 •
Estate Planning ![]()
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
Read MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreJune 24, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
Read MoreJune 18, 2021 •
Estate Planning ![]()
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreDecember 18, 2020 •
Estate Planning ![]()
The steady drone of coronavirus news these past nine months has spurred countless older Americans to face a long-procrastinated task: writing—or rewriting—their wills.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Read MoreSeptember 23, 2020 •
Estate Planning ![]()
Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
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