June 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 MoreJune 17, 2021 •
Estate Planning ![]()
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Read MoreJune 7, 2021 •
Estate Planning ![]()
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
Read MoreMay 20, 2021 •
Estate Planning 
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Read MoreApril 23, 2021 •
Estate Planning 
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.
Read MoreApril 2, 2021 •
Estate Planning ![]()
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Read MoreMarch 19, 2021 •
Estate Planning ![]()
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
Read MoreFebruary 18, 2021 •
Estate Planning ![]()
When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
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