As a Millennial, you may wonder, Why would I need to start thinking about an estate plan? It’s too far in the future to have to worry about now. Those born between 1980 and 2000 may claim [...]
Like most things in life, the hardest part of establishing an estate plan is getting started. Once you get the ball rolling, you’ll discover that what may seem like an overwhelming task is [...]
As a grandparent, you have surely reflected on the knowledge you hope to pass on to your grandchildren. Likely, this consists of core values, family history, and, perhaps, career planning. If [...]
Despite the IRA being intended as a retirement account and not an estate planning vehicle, many individuals use it for this purpose. The stretch IRA works seamlessly in this capacity, allowing [...]
It goes without saying that growing old is hard. Not only must those entering this stage of life navigate the enormous shifts provoked by retirement, changing family roles, and the loss of [...]
For us mere mortals, thinking of our savings and investment holdings as an “estate” might feel like a leap. After all, the term evokes images of far-flung vacation homes, head-turning cars, and [...]
As we age, our financial acuity drops by one percentage every year after we turn 60. The irony is that, as our financial acuity drops, our financial confidence actually increases. The older we [...]
If you’re reading this, chances are that you have an estate plan. Great! Most Americans haven’t devised a will or planned their estate at all, so congratulations for being prepared! However, [...]
If you’ve been pondering how to best organize your estate, you know that there is a lot to think about. Beyond designing a will, you ought to consider setting up a living trust, filing [...]
There’s a saying that failing to prepare is preparing to fail. For the wonder-eyed among us this might seem like an uptight approach to life, but in the realm of estate planning, it is sound [...]
