You’ve done everything you were supposed to. You have been to see your estate planning attorney, you’ve signed a plan that reflects your wishes, and you’ve updated your beneficiaries on your accounts. … [Read more...] about Storing Your Estate Plan
The Estate Planning Process Behind the Scenes
Estate planning can seem like a daunting process. There’s a lot to consider—do you need a trust, or is a will sufficient? What’s the difference between them? Who should you name to take care of … [Read more...] about The Estate Planning Process Behind the Scenes
How to Create a Facebook Legacy Contact
In the past few years, people have begun to face a problem that previous generations never had to consider: what happens to my Facebook account after I die? That may sound silly, but just about … [Read more...] about How to Create a Facebook Legacy Contact
Happy Birthday, Medicare and Medicaid!
President Lyndon B. Johnson signed Medicaid and Medicare into law on July 30, 1965, creating health care systems for low-income, disabled individuals, and older Americans. These names have become … [Read more...] about Happy Birthday, Medicare and Medicaid!
Estate Plan Conflict: Last Act for the Family of Robin Williams
Even the rich and famous are not immune from the conflicts of their estates at death. Robin Williams, a famous American actor, passed away at the age of 63. He left behind a wife and three children. … [Read more...] about Estate Plan Conflict: Last Act for the Family of Robin Williams
Common Reasons to do Estate Planning – Part 2
Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...] about Common Reasons to do Estate Planning – Part 2
Common Reasons to do Estate Planning
Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...] about Common Reasons to do Estate Planning
Charitable Gifts – Impacting Beyond Our Lives
Many people believe there is a human instinct to contribute to one’s community and to give your life for something larger than yourself. This drive inspires people to donate their money and time to … [Read more...] about Charitable Gifts – Impacting Beyond Our Lives
Considerations for Estate Planning for Families and Newlyweds
Something Old, Something New, and an Estate Plan, Too! by Katie Abraham In the midst of unpacking wedding presents with my sweet husband on a warm Sunday in August, I looked at him and said, … [Read more...] about Considerations for Estate Planning for Families and Newlyweds
Disinheriting a Family Member in Estate Planning
There are many reasons people may choose to disinherit a family member. If this choice is made, it is important that it is done properly. If not, the courts may end up awarding the disinherited person … [Read more...] about Disinheriting a Family Member in Estate Planning