Category: Estate Planning
If you don’t have a relationship, you need to look at your options for retirement. If you are not married, do not have a life partner and do not have children, you need to take a different look at your retirement package, according to ABC Action News in “Single? How you should plan differently for […]
Laws vary from state to state, so it would be wise to consult with an estate planning attorney on where you stand legally. Many people who retire prefer to reside in a warmer climate in the winter if they reside in a colder climate the rest of the year. However, before they head south, it […]
Celebrities including Marlon Brando, Prince and Florence Griffith-Joyner should have had up-to-date estate plans. It is not just celebrities who make big mistakes when it comes to failing to keep an estate plan up to date, according to Kiplinger in “6 Estate-Planning Mistakes Celebrities Made“. It could happen to anybody, including your family, if you […]
Only 54% of pastors nearing retirement age have a will. A survey conducted by the Southern Baptist Foundation has found an estate planning contradiction among its pastors, who believe people should create an estate plan but don’t have one themselves, according to the Baptist Press in “Young or old, many pastors lack a will, survey […]
An estate plan can leave you a legacy, as well as protect your heirs from having to make difficult decisions in difficult times. Once again, an entertainer with considerable assets has passed away without an estate plan. The recent passing of Aretha Franklin without a will or trust despite having children shines light on a […]
The market may be ready for an adjustment and you and your retirement plan should be as well. We know that sooner or later, there will be a market correction. However, if you are getting anywhere near retirement, you need to be prepared to make adjustments to your retirement plans, according to the Associated Press […]
An estate planning attorney can guide you through the process … with or without probate. Financial and family situations are often challenging, as you work to protect your assets, privacy and family peace. You have to deal with state laws, federal laws and the word “probate” but it isn’t always a bad word, according to […]
A will is needed with a durable general power or attorney and a health care proxy. A last will and testament (generally known as a will), a durable general power of attorney and a health care proxy are three of the key items in an estate plan, according The Daily News in “How Useful is […]
Get started now and perhaps save yourself that last-minute work. It may be a few months before the end of the year. However, you can save yourself a lot of time and money, by beginning to organize your financial planning now, according to USA Today in “Retirement tips: 8 Ways to start your year-end financial […]
Are your digital assets included in your estate plan? If not, you most likely need a fresh look. The world is changing rapidly, thanks to fast-moving advances in technology, including the creation of digital assets. That means your estate plan may well need an update, according to Financial Advisor in “Unlocking Clients’ Digital Lives“. As […]
