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.
Estate Planning
Bequeathing Assets and Lessons, Not Burdens, to Your Heirs
The responsibilities of settling an estate are complex and fraught with emotion. There are ways to make the process both simpler and less taxing to heirs.
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
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.
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
Helping Heirs Inherit Collectibles Without Emotional and Financial Drain
Without careful planning, leaving collectibles can leave heirs with many headaches..,
Life Settlements Present an Additional Choice in Senior Estate Planning
In a life settlement, life insurance is sold to a third party, who later collects the benefit when the insured has died.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
Is Interest in Estate Planning on the Decline?
Is Interest in doing estate planning on the decline? It’s important to remember that controlling your assets and documenting your wishes can be established only through planning.
A Few Far-From-Usual Estate Planning Directives
Some highly unusual celebrity wills and estate plans….