Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
Without Follow through and Communication, Estate Plans Fail
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Estate Planning
The Two Reasons Many Estate Plans Fail
The two main reasons estate plans fail are lack of follow through and lack of communication…
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
Will You Plan to Transfer the Business Itself, or Only its Value?
There are two elements inherent in any for-profit enterprise – control and value. Estate planning for business owners involves deciding what combination of the two is most appropriate.
Good for Grandparents, Soon-to-be Better for Grandkids’ Education
Law change will help grandparents help their grandchildren with college costs…
ESOPs – Where Tax Planning, Retirement Planning, and Estate Planning Meet
ESOP plans are tax-deferred retirement plans that help business owners save taxes, passing along their business interests to chosen individuals.
What Does Title Insurance Have to Do With Estate Planning and Veterans?
Your title presents your rights to your property. Therefore, any transfer of property through a gift or estate planning, needs to consider title insurance.
The Three P’s and the Three Elements
Estate should be handled very much like LLCs, with two classes of owners. Three elements of any assets include control, equity, and cash flow, and not all need to be vested in the same individual.
Thinking Twice About Beneficiary Designations
It’s all too easy to make mistakes with beneficiary designations. This post offers valuable tips for making sure your intentions are carried out.
For Elderly Parents, Move Management Begins With “the Talk”
Moving a parent from home into a facility is a sensitive issue, beginning with a very open family “talk”.
