Fall is ending, and the New Year is just around the corner. The holidays are a complex time of year, full of family gatherings, financial anxiety, joy, obligation, and—for many—the nagging awareness that this year, they really do need to talk to their aging parents...
Less than half of U.S. adults have an estate plan, and the predominant reason is avoidance. Folks don’t want to face their own mortality, and they don’t want to thrust the topic on their loved ones. Talking about who gets what assets, how the family business will be...
When the topic of estate planning comes to mind, you may envision a married elderly couple with children. In actuality, many people do not fit this conventional mold, and therefore their estate plan needs to reflect this difference. Everyone should have estate...
There’s a common misconception that you only need an estate plan if you have a spouse or children. However, this could not be further from the truth. Your estate plan is so much more than what assets you have to pass down, it is also about who will make...
It’s common for people to hear “estate plan” and assume that it’s an individual’s last will and testament. However, an estate plan is so much more than that. An estate plan is a highly customizable set of documents that protects your assets during your life and...
A global pandemic, marriage, becoming parents, and just wanting to protect your assets are just some of the reasons that millennials are choosing to implement an estate plan. A millennial is categorized as anyone born between 1981 and 1997 – making them between...