All our estate planning clients receive a free membership in the DocuBank advance directives registry to make sure their advance directives are always available at the hospital. New studies prove the importance of this access. Two new studies show that ER doctors are...
Most, if not all, people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your...
Anyone who wants to leave a long-lasting financial legacy for their family needs more than a financial plan, which is only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look...
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper...
If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town...
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are...
