Great advice for executors, and good things to keep in mind when appointing an executor for your estate plan. “Being an executor can be a lot of work and a thankless job. It is a serious role that requires your attention. Be mindful of your obligations and truthful with yourself…
Second Weddings and Estate Plannings
“An estate planning rule of thumb is to review (and, if necessary, revise) your estate plan in light of major life events. Such events include a marriage, birth of a child and a divorce. A second marriage also calls for an estate plan review. You’ll want to provide for your…
Estate Planning for Entrepreneurs
“Tomorrow never is guaranteed. Drafting a will, a FPOA and a living trust can feel uncomfortable. But the rewards are significant. For the hour or two you’ll spend, you’ll gain a sense of security that goes beyond even insurance and savings accounts. You’ll have tackled what you want to happen…
Single? You Still Need an Estate Plan!
People often think of estate planning in conjunction with getting married or having children. However, estate planning is equally important if you are single. This article offers great strategies and insights: 5 Estate Planning Strategies For Singles
Estate Planning Advice for New Parents
“Becoming a parent is one of the greatest joys in life but it also brings with it a lot of responsibilities.When your child is born you might not think immediately about estate planning, but if you’re smart, you will know that you need to consider this question now! Getting this…
Privacy Concerns and Estate Planning
If you or someone you know is reluctant to complete an estate plan due to privacy concerns, this article can provide helpful information and options. My dad refuses to create an estate plan. Can I save my inheritance from taxes?
Triggers for Estate Planning Updates
“As life happens and things change — and as you pass big milestones like getting married, having children or retiring — your estate plan and will should change too.” – Jennifer Bradley Franklin Estate planning triggers: When to re-evaluate your estate planning strategy
Tips for Conversations with Aging Parents
“As an Evite it’s a guaranteed loser: Come talk about the financial and long-term caregiving needs and eventual death of your parents! Doing that, though, could make later life a lot smoother for both parents and kids.” Everybody Dies. It’s Time To Have The Talk
The Role of Executor
Whether you’ve been appointed an executor to someone’s will or you’re contemplating who you’ll appoint in your estate plan, it’s important to know a little more about what the job entails. This article breaks it down well: Named Executor of a Will: Now What?
Conversations with Aging Parents
Are you facing tough decisions with your aging parents? As your parents age, conversations regarding driving and housing (among other things) will be important to have. This article provides excellent perspective and advice. “Decisions that are made with concern for both a parent’s safety and dignity, are likely to meet…