Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan. In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which…
Wealth Transfer Strategies to Consider in an Election Year With a push by the Democratic party to increase federal estate taxes, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal…
A family caregiving meeting is an essential tool when dealing with the care of an aging loved one. These meetings are beneficial for helping to keep all family members abreast of decisions that need to be made along with changes…
As we age, simple things we took for granted as kids become more difficult -- and more expensive. That’s a truth all of us know. What you may not realize is that the aging middle class will face unique difficulties…
Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations are in order - you’re already ahead of the curve. While a will is a…
Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none…
From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who,…
Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include…