Posts Tagged ‘estate plan’
Estate Planning Trends: Generational Differences in Estate Planning
Believe it or not, your birthday probably has a big effect on how you think about estate planning. However, we are not talking astrology. A Scorpio with a moon in…
Read MoreThis is So Unfair: Let’s Talk About Unequal Inheritance
Fair doesn’t always mean equal. If you’re out for dinner with your kids aged two and ten, you’re not going to order them the same meal. Likewise, if you’re at…
Read MoreProtecting Your Family’s Security: Integration of Your Estate Plan and Your Financial Plan
If you’ve been following our blog, you know that estate planning is an important step in protecting your family’s financial security. Whether drawing up a Will or establishing a Trust,…
Read MoreDo I Have an Estate to Plan at All?
Ask most people about their estate, and chances are their response will fall somewhere between “Do I have an estate?” and “Who do you think I am?” After all, the…
Read MoreEstate Planning Horror Stories: Tales of Missing or Non-Existent Estate Planning Documents
If your executor cannot find your estate planning documents, the court has no choice but to assume you died without a will. What does it mean if you die without…
Read MoreSpecial Needs Trust: Learn the Basics
If you have a child with special needs that hinders them from managing their own affairs, you may want to establish a Special Needs Trust (also known as a Supplemental…
Read MoreEstate Planning with Young Children: 4 Simple Steps to Better Protect Your Family
As parents, there is nothing we want more than to know our children will be well taken care of at all times, no matter what. Thinking about the “what-ifs” of…
Read MoreSet It, But Don’t Forget It: 5 Reasons to Update Your Estate Plan
An estate plan is not something that you draft…and then forget about it. If you think back on the last several years, you might be surprised how much has happened,…
Read More5 Tips About How to Talk to Your Parents About Their Estate Plan
The topic of estate planning is a tough one to bring up with parents. Not only is it emotional to think about a time when your parents will no longer…
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