The 7 Simple Estate Planning Must-Haves that Keep Your Family Out of Court

If you’ve ever had a friend,  child, or even grandchild effortlessly solve a technology problem that had frustrated you endlessly, you can probably empathize with the millions of Americans who forgo estate planning because they fear it is highly complicated and...

$5 Million or $500, an Estate Plan is About More than Just Money

If you were to judge them by its popular portrayal in television and film, you might think that estate planning is a domain reserved for the super-rich–or even villainous misers who care for nothing more than their monetary fortune. Like many depictions in...

School-Year Chaos is Near, Have You Finished These 5 To-Dos?

School-Year Chaos is Near, Have You Finished These 5 To-Dos? You won’t be surprised to hear that Americans like to get the most enjoyment they can out of the summer, but is it worth putting off what you need to do for what you want to do? Parents know, once the school...

There is No Fix–It & Forget-It in Estate Planning

It’s hard to imagine, but people who spend a lifetime accumulating wealth often spend little or no time planning for what will happen to that wealth after they are gone. It is especially shocking when children are in the picture.  A recent Consumer Reports survey...

No More Reasons to Delay Implementing These 5 Estate Planning Essentials

The last several years’ uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny piece of estate planning.  Now that the clouds have lifted and...