It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life. What Happens Without an Incapacity Plan? Without a comprehensive incapacity plan in place, a judge can [...]

By | 2018-06-29T19:28:47+00:00 June 29th, 2018|Estate Planning|0 Comments

Steps For Starting the End-of-Life Conversation

No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families. As an important part of estate planning, healthcare [...]

By | 2018-06-22T20:38:06+00:00 June 22nd, 2018|Estate Planning|0 Comments

Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows that an astonishing 33 percent of all beneficiaries lose their entire inheritance within two years of receiving it. The ways they manage to do so are as varied as the imagination, but in [...]

By | 2018-06-01T20:04:12+00:00 June 1st, 2018|Estate Planning|0 Comments