This is a discussion of the importance of selecting a guardian for your minor children, some considerations surrounding the selection, as well as how this fits into your complete Estate Plan.
This month the National Association of Estate Planners & Councils (NAEPC) celebrates National Estate Planning and Awareness Week from October 20th-26th to raise awareness and boost education for Americans about the importance of estate planning. According to the American Bar Association, 55% of Americans die without a will or estate plan. Typically, estate planning has been associated with…
This is a discussion of some considerations surrounding Estate Planning for the blended family and how a good Estate Planning attorney can help to address and handle these.
Estate planning has a lot to do with planning for the unexpected. While it may not be pleasant, it is definitely necessary to think about the future of your family if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? Would they be able to access (or even know about) online accounts or files on your computer? Taking the time to gather all the necessary information now can help alleviate anxiety and uncertainty in the future.
This is a discussion of how it can be beneficial for an Estate Planning client to have a team of legal and financial professionals work together as an advisory group in order to jointly plan the components of an estate, from start to finish.
You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth to compound from a higher floor. Losses can occur from many places beyond investments: property, income, taxes and fees. It is well worth paying for the expertise of professional advisors who are able to prevent or reduce losses in all of these areas.