When Should an Estate Plan Be Reviewed?
June 17, 2021
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Estate Planning For Life's Stages
Do I Need an Estate Plan If I’m Single?
June 16, 2021
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Do Estate Planning before Golden Age Ends
June 14, 2021
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
What Do I Need to Know about Estate Planning?
June 11, 2021
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
Your Will and Estate Plan Checklist
June 10, 2021
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
Why Is Estate Planning So Important?
June 9, 2021
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
New Rules for Burial at Arlington National Cemetery
June 8, 2021
Army officials expect to unveil their final rule changes for burial eligibility at Arlington National Cemetery sometime this fall, after they finish sorting through significant public feedback on plans to restrict which veterans can choose the site as their final resting place.
How to Simplify Estate Planning
June 7, 2021
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
How to Avoid Basic Estate Planning Miscues
June 6, 2021
In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.
When Should Children Receive an Inheritance?
June 4, 2021
Is it better to help your children when you’re still alive? Or wait until after you die?
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