Latest Blog Posts

Estate Planning for Women

Posted on: March 18th, 2014
While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place. Here are some issues that are of particular interest to women and their estate planning....

Estate Planning for Second Marriages

Posted on: March 11th, 2014
In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of the surviving spouse for as long as he or she lives, then whatever is left will go to the children. They may own many of their assets jointly and, at the death of the first spouse, more than likely everything will go to the surviving spouse just as they had planned....

Potential Problems with Beneficiary Designations

Posted on: March 4th, 2014
Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It's free, it's easy, and, when the owner dies, these assets are designed to be paid directly to the individual(s) named as beneficiary, outside of probate....

The Advisory Team Approach to Estate Planning

Posted on: February 25th, 2014
Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas....

How to Make a Family Meeting a Successful Part of the Estate Planning Process

Posted on: February 18th, 2014
You've made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you've finished your estate planning. But have you, really? Have you explained your planning to your family? Will they understand how your plan will work and what they may need to do if you become ill or when you die? Will they wonder why you made certain decisions?...

Understanding Losses: Liability Exposure

Posted on: February 11th, 2014
We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors--even if you are not in a high-risk profession. Others may be in a private business such as medicine or law that bring with it additional exposures to monitor....
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