Coronavirus Makes Estate and Tax Planning an Urgent Task
What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for you to encourage your clients to act now.
Keeping Yourself and Loved Ones Safe during the Pandemic
Seniors are especially at risk during the coronavirus pandemic. The numbers are shocking.
What if I Don’t Have a Will in the Pandemic?
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
What Is Probate and How to Prepare for It?
We have all heard the term ‘probate.’ However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.
Estate Planning for Family Harmony This Holiday Season
As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday–Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can think of ways to share not only your dinner, but also your financial bounty.
Blended Families Need More Thoughtful Estate Plans
When the first spouse dies, the surviving spouse may not remain as close with his or her stepchildren. Small irritations which were overlooked during the lifetime of the spouse who died, may become outright disputes.
How Does a Probate Proceeding Work?
Although most people would not want a court proceeding on death, many people mistakenly think that a will avoids one.
Your Estate Plan Decides or the State Decides
By planning in advance, you have the say as to who receives which assets. The people you care about are more apt to receive your property.
Why A Living Will Might Be Part of Your Estate Plan
What are Medical Advance Directives and what is the difference between a Living Trust and Living Will?
Prior Planning With a Will Always a Better Alternative
Does anyone have a crystal ball that I could borrow? Wouldn’t it be nice to know what our future looks like, so we could be better prepared—but on the other hand, maybe not?