If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone. They could be worth thousands of dollars, so you probably don’t want them to just disappear, but some airline policies say that’s exactly what will happen. Continue reading
Tag: estate plan
New Baby? Time to Create Your Estate Plan
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason for not putting an estate plan together, it is important to understand that if you just had a baby – now is the time to meet with an estate planning attorney to implement a plan. Continue reading
How Long Should You Keep Important Documents?
Estate Planning For the Newly Married
September 7, 2017
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working inventory of your possessions—as you’ve figured out how to consolidate two households into one. You’ve already been working on the new banking and shared responsibility of bills and taxes and so forth. Continue reading
Money Isn’t Everything in Estate Planning
July 25, 2017
How to Pass Your Stories and Values to the Future Generations
Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Continue reading
Estate Planning for Military Families
June 30, 2017
Although Memorial Day has passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an – or revising an existing – estate plan. Continue reading
AB Trusts – Do You Need to Get Rid of Yours?
June 28, 2017
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Continue reading
Which Life Events Require an Immediate Estate Plan Update?
June 22, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. Continue reading
5 Reasons to Embrace the Emotional Nature of Estate Planning
May 11, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. Continue reading