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Why Do I Need a Will?

March 30, 2023

Just under half of Americans have a will, according to data from Gallup. J.P. Morgan Wealth Management data suggests that this number may even be lower, especially among Black and Hispanic investors.

Estate Planning

Key Components of an Estate Plan to Tackle First

March 29, 2023

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.

Estate Planning

Steps for an Effective Pet Protection

March 28, 2023

Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.

Estate Planning

Think Strategically when Creating Estate Plan

March 27, 2023

Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs.

Estate Planning

Does Divorce Have an Impact on Estate Planning?

March 24, 2023

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Estate Planning

How Should I Handle Memorabilia in My Estate Planning?

March 23, 2023

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it's important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

Estate Planning

Do I Need an Estate Planning Attorney?

March 22, 2023

Estate planning involves organizing and managing the distribution of a person’s assets and property after death. Planning ahead of time can help ensure the distribution of your assets and property according to your wishes.

Estate Planning

Do Family Secrets Hurt Estate Planning?

March 21, 2023

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…