You couldn’t be blamed for thinking a safe deposit box is the best place to store estate planning documents; after all, the name suggests that it’s a pretty safe place. However true, “safe” should not be your only criteria in determining where to store...
With the New Year in full swing, it’s time to get going on that long list of things you need to accomplish in 2020…including estate planning. Even if it isn’t at the top of your to-do list—or if it didn’t even make the list at all—estate planning is an important...
As a grandparent, there is surely much knowledge—and even more learned lessons—you hope to pass down to your grandchildren: core values, family history, career planning, and maybe even money management. While all of these topics are valuable, there is perhaps no...
Just having an estate plan is a rarity in today’s world. That being said, it can be easy to forget that designing and implementing an estate plan is only the first step. As a series of documents that serve to designate beneficiaries and distribute your assets should...
A new report from the Aegon Center for Longevity shows that 49 percent of people in the Americas cite running out of money as their main retirement concern. In an era where people have the potential to live much longer than previous generations, this may not be all...
Recent Comments