What Items Should Not Be Stored in a Safe Deposit Box?
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
If I Have a Will to Allocate My Assets, Do I Have an Estate Plan?
While a will is often part of an estate plan, an estate plan covers much more ground.
Do Singles Need Estate Planning?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
8 Essential Estate Planning Documents
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Uncertainty About When Family Members Can Make Your Medical Decisions?
Ensuring that your wishes on your medical care are followed, is up to you. Take action now while you’re well, or you could later lose a say in the matter during a crucial time.
Your Last Will and Estate Planning Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
How to Protect Loved Ones from Elder Abuse
The pandemic has kept our aging parents away from us and us away from them for over a year. This isolation is not total. Some people have access, some ignore warnings and some are intent on using the pandemic to hide their actions.
Are Your ‘Affairs’ Really in Order?
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
Prince Philip’s Death and the Importance of End-of-Life Planning
While memorials and tributes continue to pour in, one thing is clear: Prince Philip had clearly defined wishes regarding how he wished to pass, as well as his funeral plan.
Should I Discuss Estate Planning with My Children?
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
