Estate Planning

If you or a loved one is going through a divorce, there are important estate planning considerations to be aware of. This article outlines them well: Estate Planning During a Divorce: Four Key Considerations

“No one thinks dealing with the death of a parent will be pleasant. We expect a morass of unfamiliar and uncomfortable emotions. We anticipate unprecedented grief. But no one warns us about how much math and paperwork it entails.” – Adam BulgerThis article includes great advice for managing affairs after…

“Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure your beneficiary designations are consistent with the rest of your estate plan. You have worked hard to create your estate plan. Make sure…

No matter what stage of life you are in, there are estate planning items to consider. Here’s a good breakdown for many of the stages you may experience: Estate planning considerations for every stage of life

“Now if all you have is a pet, you can probably stop reading here. On the other hand, if your pet is family, you should consider adding them to the estate plan. Now, I’m not suggesting that you leave a pile of money to Whiskers, but there are still things…

Some people consider estate planning “one and done” but there are compelling reasons to take a look at your estate plan often and update as needed.“A person’s estate plan should grow with them over time. If you haven’t looked at your will in a long time, it’s time to take…

“Estate planning is built on a foundation of three key elements: communication, clarity and customization. By considering these aspects in more detail, my hope is that you, like Washington, can set your own “hand and seal” to effectively relay your wishes, reassure your loved ones and cement your lasting legacy.”…

“You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles.” – Bernard Rethore 5 Estate Planning Topics to Talk About with Your…

Getting your estate plan in order may force you to ask some tough questions and make some difficult decisions; however, the peace of mind that comes from having these issues settled is worth the struggle. Here are a few estate planning questions that might make you uncomfortable, but it’s important…

Excellent advice for those with aging parents on how to approach vitally important end-of-life discussions: What Your Aging Parent Isn’t Telling You – I Want to Discuss End-of-Life Issues