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So far 9d83bfda452d334c has created 16 blog entries.

What’s On Your Worry List?

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower fees, more efficient wealth and more stable income. However, an important outcome of this process addresses what may be on your worry list: running out of money, family strife, unexpected losses and making financial mistakes. The Key [...]

By |2017-06-16T09:40:25+00:00June 16th, 2017|Estate Planning|0 Comments

The Pros and Cons of Probate

In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was ultimately established to protect the property of the deceased and his/her [...]

By |2017-06-09T15:10:44+00:00June 9th, 2017|Estate Planning|0 Comments

Young Adults Need Estate Planning, Too

Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level. The parents (or a [...]

By |2017-05-12T02:17:04+00:00May 12th, 2017|Estate Planning|0 Comments

Online and Do-It-Yourself (DIY) Estate Planning

With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if they could do their estate planning themselves. The advertising is seductive: attorneys use similar forms, the cost is significantly less than hiring an attorney, and many of these websites and kits are created by attorneys. [...]

By |2017-05-05T09:04:56+00:00May 5th, 2017|Estate Planning|0 Comments

The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning

On June 19, 2016, when successful actor Anton Yelchin (Chekov in the recent Star Trek movies) failed to show for rehearsal, his friends became worried and drove to his house. Sadly, they found Yelchin pinned between his security fence, brick mailbox, and Jeep Grand Cherokee. Estate Planning Lessons: What Happens if You Pass Away Unprepared? [...]

By |2017-04-21T12:56:43+00:00April 21st, 2017|Estate Planning|0 Comments

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions or acquired riches, but whether we realize it or not, our choices, words, actions, and values will impact someone and form the heritage we hand down. — Ben Hardesty Successful estate planning is about far [...]

By |2017-04-14T14:09:40+00:00April 14th, 2017|Estate Planning|0 Comments

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there's no guarantee that your [...]

By |2017-11-17T14:14:10+00:00March 28th, 2017|Estate Planning|0 Comments

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to [...]

By |2017-02-17T15:37:27+00:00February 17th, 2017|Estate Planning|0 Comments
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