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...]
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...]
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...]
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...]
Charitable Gifting in Estate Planning
According to the 2014 World Giving Index, an annual report published by the Charities Aid Foundation, the United States was ranked #1 in charitable giving. With so many ways to give, it is important … [Read more...]
Using a Quality Estate Planning Attorney is Vital to Your Estate Plan
How do you ensure you are using a qualified estate planning attorney and receiving an estate plan that contains your wishes and is up-to-date? Here are a few ways you can make sure your estate … [Read more...]
Estate Planning Mistakes – Judy Garland
Who was Judy? Judy Garland was a great American actress, singer, and vaudevillian. In 1939, her unforgettable skip down the Yellow Brick Road in “The Wizard of Oz,” gave her immortality in … [Read more...]
Estate Planning Mistakes – Ted Williams
Who was Ted Williams? Ted Williams was best known for being a professional baseball player for the Boston Red Sox. He took a break from his baseball career in 1943 to serve his country in WWII … [Read more...]
Estate Planning Mistakes – Howard Hughes
Who was Howard Hughes? Howard Hughes was an investor, aviator, engineer, film producer, and philanthropist. Look his name up online and you will find many of his accomplishments including, but … [Read more...]
What is Joint Tenancy?
Property ownership can be owned in different ways. This article will cover on type of ownership, joint tenancy. When there are two or more owners, and each of those owners owns an undivided share … [Read more...]