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The Value of Having a “Life Plan” in Estate Planning
All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living…
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…
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…
Estate Planning for Unmarried Partners: Planning for After Death
Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care…
Talk to Your Family over the Holidays about your Estate Plan
Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are…
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…
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…
Will You Make these 5 Tragic Yet Common Estate Planning Mistakes?
We see tragedy on a day-to-day basis because good, caring folks make these horrid estate planning mistakes regularly. Will you? 1. Not…
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…