If you or a loved one plans on contributing money to the education of a child or grandchild, a qualified state tuition plan is an excellent idea to make the...
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Not Keeping Estate Plans Current Can Destroy Your Planning Goals
Nearly half of Americans who are over the age of 55 do not have a will. Only 18% of people in this age range have the recommended legacy planning elements,...
What We Learn From Celebrities Who Have Failed to Estate Plan
At the time that he passed away, the award-winning actor Philip Seymour Hoffman had a limited estate plan. He only had a will that mentioned establishing a...
Ways to Reduce the Risk of Family Disputes Over Estate Planning Issues
Losing a loved one is often a painful time that unites families and friends. Each family is different, however, and sometimes fights can arise regarding how...
Common Estate Planning Mistakes to Avoid
Estate planning is one of the most difficult aspects of navigating the financial planning process. Among other complexities, no one likes to face the...
How to Tackle Estate Planning as a Married Person
Getting married is an exciting and memorable time in the lives of most people. As you prepare to get married or if you already have, there are likely some...
Helpful Estate Planning Tips for Clients with High-Net-Worth Estates
Regardless of the number of assets you own or your life situation, estate planning can be difficult. For high-net-worth individuals, however, estate planning...
Estate Planning Mistakes to Avoid if You are in a Second Marriage With Children
Second marriages are often rife with challenges. Whether it is coping with the end of a marriage, rebuilding a career that was put on pause, or blending...
Estate Planning Steps You Must Take After Your Spouse Passes Away
One of the most challenging moments in the lives of many people are the days and weeks following the loss of a loved one. If you find yourself in such a...