The U.S. President Who Died Without a Will
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Did you know that one of our U.S. Presidents did not have a will when he passed away?
A Unique Strategy To Give To Your Heirs And To Charity
A common estate planning dilemma is deciding whether to leave your assets to charity, to your heirs, or both.
Is Estate Planning Only for the Rich?
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Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.
25 Financial Documents That Will Protect You and Your Family
With the recent passing of Apple’s Steve Jobs at the young age of 56, we are all reminded that life is fragile and can end much earlier than perhaps we planned. One of the most selfless things that we can do is to confront our mortality now, while we are healthy, and make the hard decisions about how you want our estate handled when we pass.
Estate Planning 101 – Part 5
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Today let’s focus on the effects of Probate, liquidity issues, what happens if you become incapacitated and some goals you may want to consider in developing your estate plan.
Estate Planning 101 – Part 4
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States impose their own death taxes. You should be aware of what the death tax laws are in your state and how they may affect your estate.
Estate Planning 101 – Part 2
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You should begin the estate planning process by understanding your particular circumstances, such as your age, health, and wealth.
This Week’s Financial Strategy – Estate Planning 101 – Part 1
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Last week we talked about what estate planning is and who might need it. Today, let’s talk about how to do it and where do you begin. You should begin the estate planning process by understanding your particular circumstances, such as your age, health, wealth, etc.