The task of finding an estate planning attorney may seem daunting and difficult to think about. The whole process of estate planning, in fact, may feel daunting—it forces you to contemplate the delicate financial matters that will arise upon your death. However, those financial matters are important, thus it is even more important to make…
You’re getting older, I’m getting older, your granddaughter is getting older… Aging is a fact of life and no amount of hiding or insisting that age is only a number will change this. While it may be true that you are only as old as you feel, eventually even this will slip beyond your control.…
So much of the financial advice we live by has been around for decades—and is rarely questioned. But times they are-a changing. Maybe we need to ask some questions: How much savings do I need? What portion of it should I invest? What about my retirement funds? Below are some pieces of common financial advice…
The word “estate” sounds much more official than it is. “Estate” simply refers to anything you own: a house, a car, whatever money is sitting in your bank account, a vintage guitar collection, your beloved dog, the antique china set that was passed down to you from your great, great grandmother… Anything. Chances are that…
There are few things more challenging in life than dealing with a loved one’s chronic illness. Nowhere in school do we learn how to navigate such a delicate situation, and little in life prepares us for the unique challenges involved. While well-meaning friends are quick to offer advice, rarely is their insight astute enough to…
As a society, we are now firmly in the digital age—and with this comes new frontiers for estate planning. It is increasingly common for individuals to manage their financial lives through online platforms. The creation of digital assets brings about the necessity of a digital executor, such that your online affairs may be managed according…
Congratulations! If you are reading this article you are likely among the minority of U.S. citizens who has an estate plan. While worthy of a pat on the back, having a plan is only the start of responsible asset management. Once you’ve gotten the ball rolling, you now need to keep it on course with…
There are certain topics we avoid talking about with our parents—and estate planning is one of them. Asking your parents about their retirement finances and what will happen to their assets after they die is not only uncomfortable, but it can make you sound greedy, or even scheming. The discomfort isn’t just on the child’s…
Are you single and think that having an estate plan is unnecessary? Or maybe you just never thought about planning your estate at all? Even if you are unmarried with a significant other, there are still advantages to having a solid estate plan in place. As you get closer to retirement, it is a good…
While people worldwide—and especially the millennials among us—mourn the death of Luke Perry, meager solace exists in knowing that those closest to the Beverly Hills 90210 star need not worry about fulfilling his last wishes. Unlike two thirds of adults, Perry had put his estate in order before his tragic and untimely passing. Ask any…