Estate planning can be a sticky business. Who wants to contemplate their death and consider who gets what? That’s probably why only around 45 percent of adults have a will. Unfortunately, putting your head in the sand won’t be helpful to your loved ones. Questions about what your wishes are will have to be answered …
Out with the old, in with the new. That adage certainly applies in January and the early months of any new year for legions of Americans focused on revising and updating select elements of their lives. For some, the focus might be on nothing more than a renewed determination to declutter, be more assertive at …
Should the New Year trigger new thoughts re your estate planning? Read More »
While you may not have the sprawling kind of estate with acres of lawn, dozens of grazing horses and multiple tennis courts, you do actually have an estate. Your estate is comprised of the things you own: your home and vehicles, retirement accounts, bank and investment accounts, jewelry and family heirlooms, to list a few …
In chronicling the inventory of a comparatively high-asset life for its eventual transfer to heirs via your projected estate plan, you’ve perhaps accounted for that coin collection that your youngest child was always fascinated with. Ditto the fine china and silverware that has been in your family for generations, the cabin up north, and numerous …
Just how many heirs are looking at that art hanging on the wall? Read More »
We’re all different, yet all the same. Likely you’ve heard some closely paraphrased version of that thought. Seemingly, it applies to just about everything in life and cuts across national boundaries to embrace the mindsets and aspirations of people all across the globe. Put another way: Regarding most important things, Swedes are no different than …
Global perspective: reflections on end-of-life matters Read More »
There is a sizable checklist of “things to do” for many estate planners that ranges widely from will/trust execution and heir/beneficiary designations to inheritances and health care-related instructions. In almost all cases, say multiple commentators in a recent article focused upon financial management in the estate planning realm, that bulleted list should also have this …
Cleaning your financial house for future generations Read More »
Aging is an important part of life, and we all have to be prepared for it. If you have parents or another loved one who are becoming frail you may be worried about their care and well-being in the near future. There are many ways that you can be sure they will be well taken …
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