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Posts Tagged ‘estate planning’

The Perfect Holiday Gift Can Be a Part of Your Estate Plan

estate plan

Gift giving can benefit both the giver and the recipient. It feels good to give, sure, but did you know strategic gift giving of personal items can also be a tool in your estate planning toolbox? It can. If you have items you know you want certain family members to have, you can give them…

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Estate Planning Checklist

estate planning checklist

Death and incapacity can be very complicated and overwhelming. It is extremely important to take the necessary steps to protect your loved ones and empower them to make decisions on your behalf if you are unable to do so due to incapacity or death. Estate planning can make these scenarios, in which you are suddenly…

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What To Do When Your Disabled Child Turns Eighteen

Special Needs Adult Children

Graduation. It is a rite of passage for nearly every child. For special needs children, it is still that rite of passage bringing a sense of accomplishment and pride to the child and to the family. It is also a time for new challenges for parents as preparation for their child’s life as an adult…

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Estate Planning and Your IRA

estate planning

Estate planning often includes looking at who you have named as beneficiaries on your IRAs. You want to be sure to discuss who to name, not only with an investment advisor but also with an estate planning attorney.

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What Kind of Legacy Do You Want to Leave?

legacy

Are you an impassioned volunteer for a charity that is meaningful to you? Perhaps your life has been t ouched deeply by a cause and as you consider how you would like to be remembered, leaving some of your hard-earned savings to help has entered your mind. This is called leaving a legacy. It can be a rewarding and meaningful way…

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Estate Planning 101: Don’t Make These Celebrity Mistakes

Estate planning 101 photo

  Anyone, even celebrities, can fail estate planning 101. The estates of many celebrities are ten times bigger in net worth compared to those left behind by regular folks. For instance, singer and pop icon Prince has left an estate worth hundreds of millions of dollars, a far cry from that of a middle-class suburban…

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