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Estate Planning

Estate Planning

Have You Considered Charitable Gifting?

Could it make the world a better place? Could it make sense, financially? A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with…

Estate Planning

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than…

Estate Planning

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do…

Estate Planning

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While…

Estate Planning Videos

A Primer for Estate Planning

Things to check and double-check.     Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving…

Estate Planning

Who Needs Estate Planning?

Why it is so important and not just for the rich. You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. …

Estate Planning

Updating Your Estate Plan

When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The…