If you’ve been reading our blog, then you know by now why it is so important to create an Estate Plan. However, you might not yet realize how important it is to review your Estate Plan regularly, and keep it updated. The primary reason to review your Estate Plan regularly is the simple fact that your […]
Read moreI just moved my 18-year-old son to his college dorm last weekend. The beginning of September always brings with it a lot of groaning from the back-to-school set. After months of fun and freedom and sleeping late, they have to go back to doing hard things, and boring things. You hear a lot of those […]
Read moreEstate planning isn’t always serious business. Perhaps you’re familiar with this well known joke that was recently emailed to me: When a shy and homely young man found out he was going to inherit a fortune when his sickly father died, he decided he needed a woman with which to enjoy it. So one evening he went […]
Read moreThe end of summer is upon us, with many people closing up the summer cottage, and—with wistful backward glances—returning to the hubbub of everyday life. But those happy summer memories, and looking forward to next summer, will keep us going through the winter. And so, to conclude our series on real estate protection and investments, […]
Read moreI personally love real estate investments. Real estate also plays an extremely large role in the estate planning process. As mentioned in previous posts, your home (or other real estate holdings) often forms the bulk of your assets, and figures largely in the creation of your family’s estate plan. But real estate can serve as […]
Read moreI always tell the audience at my seminars that the biggest enemy in estate planning is not the IRS, nor the state, nor conniving relatives. The biggest enemy is procrastination. We know we need to do an estate plan, but we say to ourselves, “I’ll do it next month” or “I’ll do it next year.” […]
Read moreWe all like to be prepared in new situations, whether it be starting a new job or going to the first meeting of the gardening club. Aside from making for a more comfortable experience, your time is valuable, and the more prepared you are for the adventure, the more you can take away from an […]
Read moreWhen you pass away (after a long and happy life, of course) you hopefully have a current estate plan in place to provide for your heirs. However, even if you’ve executed the most intricate plan, there is a transition period after the death of a loved one which consists of gathering paperwork and information, paying […]
Read moreWhen you imagine leaving your hard earned money as an inheritance to your children or beneficiaries, chances are you imagine it supplementing their income, allowing them to have some of those “little extras,” saving them from having to struggle quite as hard as you did, helping them to take care of their family. What you probably […]
Read moreRecently we have quite a few clients deciding to tie the knot. Do dating and estate planning go hand in hand? They do if you are one of the lucky people finding romance late in life. With people living longer than ever before—and staying healthy and active longer as well—there are more cases of people […]
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