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...
October 21-27, 2019 was Estate Planning Awareness Week. Now that summer vacations are over and the kids are back in school, it is a great time to review or move forward with your estate planning. Because estate planning is a comprehensive plan and not just a single...
You may be in the sandwich generation if you find yourself caught between taking care of your aging parents and your children at the same time. Understandably, it causes significant financial strain and burden when you have to take care of everyone. More than 1/3 of...
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019...
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