Now That’s Awkward!

An awkward part of estate planning is telling your kids how much — or how little — they’ll get. Here’s how a financial planner can help. For clients, one of the most stressful aspects of estate planning — already an emotionally difficult process — is the prospect of telling heirs what they plan to do […]

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The Basics of Estate Planning

Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50 percent of Americans with children and 41 percent of baby boomers age 55 to 64 don’t have one, according to a survey from online legal services company RocketLawyer.com. If you […]

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Who Gets What?

The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations and trade-offs to avoid emotion-laden family problems… when it comes to these issues, things get gray because emotional factors drive decisions now. There is no correct answer on how to […]

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Kids: Don’t Fight!

Many people think sibling feuds only occur when we are young. In some cases this is true, but for some siblings this feud can continue into adulthood, tearing families apart. Caring for an ill parent or settling their estate once they have passed can start a feud or add to an already existing one. When […]

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Just One Question: What is Estate Planning?

What is estate planning? Do you think it is only for the rich? One of the greatest gifts you can leave your loved ones is an organized estate. The time that you spend now will help your loved ones cope later, and ensure your wishes are carried out. An estate is all the rights, titles […]

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Mediation and Discussing Issues in Elder Law

There is no debating that the American population is aging at a rapid pace. In fact, by the year 2030, it is estimated that 19 percent of America’s population will be over the age of 65. With an aging populace, our country has seen an emerging need for qualified professionals to deal with the problems […]

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Estate Planning Is No Saturday Morning Project!

Americans, by and large, are do-it-yourselfers. Information abounds to help us tackle all kinds of situations — including estate planning. However, it might be best to use caution when considering preparing your own will and other estate planning documents.

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Young Adults Need Estate Planning, Too

Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student’s grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level. The parents (or a […]

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How to Leave Assets to Minor Children

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results.

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Estate Planning Options for Your Pets

Increasingly people are making provisions in their estate plans for their pets. If you would like to do the same, then you have a few options for how to do it. In the past people gave little thought to what might happen to their pets after they passed away. It certainly was not common to provide […]

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