July 15, 2020 •
Estate Planning ![]()
Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
Read MoreJuly 3, 2020 •
Estate Planning ![]()
There might be a time in your life when someone you know pulls you aside at a family gathering and says that you’re the designated beneficiary of their life insurance policy.
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The recent decline in asset values may make gifting a more attractive estate planning technique for many individuals, especially if you are considering gifts of stock or other non-cash assets.
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At the time, he had gone so far as to have his will drawn up, but he hadn’t finalized it. In addition, he hadn’t authorized anyone to have power of attorney, in case of illness.
Read MoreApril 30, 2020 •
Estate Planning ![]()
When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
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