Estate Planning

Debt After Death: Why You Should Think About It When Planning Your Estate

Posted on: April 5th, 2018
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money you owe may eat away at the assets you were planning to leave to your heirs or -- if you owe a large amount of money -- may wipe out your estate completely. Debt comes in many different forms including credit cards, student loans, car payments, mortgages, and other financial obligations...

Are Payable-on-Death accounts right For you?

Posted on: March 1st, 2018
Is a POD account an appropriate solution for your needs? Let’s examine what POD accounts do and how they fit into the overall picture. ...

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: September 15th, 2017
The emotional nature of estate planning can bring up aversion in people, but here are five reasons why the degree of emotion involved is actually a reason to embrace the process with enthusiasm....

How You Can Build an Estate Plan that Includes Asset Protection

Posted on: August 15th, 2017
The best way to take full advantage of asset protection estate planning is to prepare proactively long before potential hardships like bankruptcy, divorce, or judgment ever come to pass....

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: July 14th, 2017
The following tips can protect your estate plan against several worst-case scenarios....

Which life events require an immediate estate plan update?

Posted on: June 12th, 2017
You also need to consider how to leave your property and assets while considering your family’s circumstances and needs. ...
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