August 22, 2022 •
Estate Planning Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
Read MoreAugust 11, 2022 •
Estate Planning An estate plan, including a will and other important documents, is good preparation, especially for caregivers of people with special needs.
Read MoreJuly 21, 2022 •
Estate Planning Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
Read MoreJuly 15, 2022 •
Estate Planning So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Read MoreJune 27, 2022 •
Estate Planning Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Read MoreJune 23, 2022 •
Estate Planning When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Read MoreApril 1, 2022 •
Estate Planning Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreFebruary 22, 2022 •
Estate Planning It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreFebruary 18, 2022 •
Estate Planning For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Read MoreDecember 8, 2021 •
Estate Planning At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
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