Blog tagged as Estate Planning
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize that the journey is rarely straightforward. Read more…
Monday, November 11, 2024 10:28 AM - Comment(s)
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize that the journey is rarely straightforward. Read more…
Monday, October 28, 2024 12:07 PM - Comment(s)
October 21-27, 2024 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided topic. Read more…
Tuesday, October 22, 2024 2:31 PM - Comment(s)
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works? Read more…
Sunday, October 06, 2024 4:23 PM - Comment(s)
It seems that everyone is using AI these days, and some even use it for doing their estate planning documents, thinking they’re saving time and money.
Monday, September 09, 2024 9:00 AM - Comment(s)
Imagine discovering thousands of $$$ that belong to you, only to be told you can't have it. It’s called “unclaimed property,” and it's been handed over to the government without your knowledge.
Monday, August 12, 2024 9:00 AM - Comment(s)
Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg.
Monday, August 05, 2024 6:00 AM - Comment(s)
From the King of Rock to everyday homeowners - no one is immune to property scams. Read the last installment of our celebrity estate planning series, “Elvis and the Scammers”, and what you can do to protect yourself.
Monday, July 29, 2024 9:00 AM - Comment(s)
For the last two blogs, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may seem to be a fate worse than death: incapacity. Unlike death, not everyon...
Monday, July 22, 2024 9:00 AM - Comment(s)
Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. And boy oh boy does he have thoughts about lawyers!
Monday, July 15, 2024 9:00 AM - Comment(s)
