October 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 3, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
Read MoreAugust 17, 2020 •
Estate Planning ![]()
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 3, 2020 •
Estate Planning ![]()
Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.
Read MoreJune 10, 2020 •
Estate Planning ![]()
While the tabloids and gossip websites were eating up every move Paris made, so was someone else – her grandfather, Barron Hilton. Before 2007, Barron was set to leave his $4.5 billion fortune to his family. That was until Paris embarrassed him with her antics so badly, that he changed his mind.
Read MoreMay 29, 2020 •
Estate Planning ![]()
Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.
Read MoreApril 14, 2020 •
Estate Planning 
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
Read MoreApril 7, 2020 •
Estate Planning ![]()
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
Read MoreMarch 17, 2020 •
Estate Planning ![]()
About 55% of Americans do not have a will. Even more worrisome is the fact that less than one in five millennials have a will. The top reason why Americans don’t have a will, is simply procrastination, followed by the feeling of not having enough assets, and a fact that it’s too expensive to set up.
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