Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Passing on Wisdom Along with Wealth
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Directives
Hopeful FDA News Serves as a Planning Reality Check
Health issues are an important consideration in estate planning, as this bulletin about compassionate care shows.
Bequeathing Ideas and Values
There’s more than one way to share a legacy. In addition to passing on assets, total estate planning includes passing on values and ideals.
The Eleventh Thing to Leave Out of Your Will
A Kiplinger article lists ten things best left out of one’s will. A very important eleventh item is digital assets.
What We Can Know Can Help Us –Longevity-Based Estate Planning
Your potential lifespan is an important part of estate and gift planning, and with today’s improved technology, it is possible to make more accurate predictions of one’s lifespan.
Steps for a Surviving Spouse
Collecting and managing an estate can involve much more than immediate errands and tasks, but there are certain things a surviiving spouse must do right away..
Inter-generational Estate Planning Thought Partnerships
Passing wealth from generation to generation can be “carrot-and-stick” – based, but it is far more effective to have open conversations about the responsibilities and challenges that accompany wealth.
Irrevocable Trusts – Unlovable, But Loving
"When you create an irrevocable trust you are creating a document you cannot change easily, and the property you transfer to the trust is no longer in your control," Daniel Timins writes in Kiplingercom. There are only three possible reasons anyone would part with...
Estate Planning for Nearlyweds
Couples who are not married need to protect their decisions when it comes to both healthcare and money decisions.
A Not-To-Be-Overlooked Healthcare Planning Ploy
Health Savings Accounts can prove very important in estate planning.
