The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
It’s a Matter of Estate Planning Ethics
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estate planning documents
The Living Side of the Estate Planning Process
While estate planning includes the topic of death, there is positive psychology involved and benefits for both family members and the person engaged in the process.
The Deadly Side of the Retirement and Estate Planning Process
Lifespan – and death – are, unavoidably, at the heart of every estate planning discussion….
Tell ‘Em in Writing What You Told ‘Em
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Savvy Business Owners Think About the Unthinkable
Business owners need to anticipate future contingencies and insure against risks in order to protect both family members and co workers.
In Estate Planning, Equality and Fairness Might Be Two Different Things
When deciding how to split your assets among your children, there are many factors to consider. “Fair” doesn’t always mean equal….
Estate Planning and the Inflation Reduction Act
Estate planning and business law are interrelated. The Inflation Reduction Act will affect small business owners on several counts.i
