Big conversations about money and estate planning need to take place between – and among – grandparents, parents, and children. Family conferences make settling elders’ affairs much simpler and help avoid bitter misunderstandings.
estate planning documents
Tax Law Change Forces Estate Plan “Tweaking”
Using an irrevocable trust will no long protect heirs from having to pay tax on capital gains on inherited assets…..
The Do-It-Yourself Items on the Estate Planning Task List
There are many aspects of the estate planning prospects that can be handled only by you.
It’s a Matter of Estate Planning Ethics
The increase in longevity has created many estate planning “dilemmas” and “ethical issues”….
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.