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Estate Planning

How to Plan a Business Succession

March 1, 2023

A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.

Estate Planning

Why You Need a Secondary Beneficiary

February 27, 2023

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.

Estate Planning

What are the Benefits of Creating a Life Estate?

February 24, 2023

Once you create a life estate, property rights vest in your heir.

Estate Planning

When Can Gifts or Donations Be Made for You?

February 22, 2023

Many older adults enjoy giving money during their lifetime to family members or donations to a religious or charitable organizations.

Estate Planning

The Best Way to Organize Your Estate Plan

February 20, 2023

Does somebody else know where it is in the event of your death or incapacity?

Estate Planning

Steps to Take for End-of-Life Planning

February 17, 2023

It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.

Estate Planning

What Do I Need to Know If I’m Getting an Inheritance?

February 15, 2023

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.

Estate Planning

Preventing Disinheritance: Safeguarding Your Loved Ones

February 13, 2023

If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.

Estate Planning

Who Should I Name as a Co-Trustee?

February 10, 2023

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

Estate Planning

How Do IRAs and 401(k)s Fit into Estate Planning?

February 8, 2023

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.

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