What Questions Should You Ask an Estate Planning Attorney?

January 22, 2024

Estate planning is not as simple as executing a will.

Estate Planning

Estate Planning Tips for Blended Families

January 19, 2024

Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.

Estate Planning

Different Types of Wills: Understanding the Right One for You

January 17, 2024

Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…

Estate Planning

Strategic Ways to Include Charities in Your Estate Plan

January 15, 2024

Leaving a legacy through charitable bequests is not just for the wealthy. Sharon Waters highlighted in her AARP article that anyone can make a lasting impact by including charities in their estate plan. This article explores various strategies to do so effectively. Understanding the Impact of Charitable Bequests Charitable bequests are instructions to allocate assets to charitable organizations within a will or estate plan. These bequests can create a lasting impact, supporting causes and organizations that matter to you long after you’re gone. Even modest bequests can significantly contribute to a charity’s mission. Assessing Your Options for Charitable Giving There…

Estate Planning

Estate Planning Essentials for the Sandwich Generation

January 12, 2024

The sandwich generation, a term for individuals juggling the care of their children and aging parents, faces unique challenges. This demographic, typically in their 30s and 40s, is experiencing a rise due to later childbirth and an aging population, compounded by the recent pandemic’s impact on long-term care facilities. Effective estate planning for the sandwich generation is critical in managing these dual responsibilities. Understanding the Demographics and Trends Significant societal trends influence the increasing numbers of the sandwich generation. Understanding these trends is essential for tailored estate planning strategies. The Importance of Estate Planning for the Sandwich Generation Estate planning…

Estate Planning

8 Reasons You May Need to Revisit Your Estate Plan

January 10, 2024

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…

Estate Planning

Estate Planning for Millennials and Gen Zers

January 8, 2024

Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.

Estate Planning

Essential Estate Planning Considerations for Minor Children

January 5, 2024

It is paramount for parents to have an estate plan that not only takes care of their personal and financial matters but also addresses the well-being of their minor child or children. Delving into estate planning considerations can be overwhelming, especially when young children are involved. This guide will provide you with a comprehensive understanding of estate planning for minors. Estate Planning: Why Is It Essential for Parents with Young Children? Estate planning for parents with young children involves setting up mechanisms to ensure that, in the event both parents pass away, their children will…