How Do Family Relationships Mess Up Estate Planning?
According to a recent Key Private Bank poll of financial advisors, 80% said that working through family issues is the most...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
What is the Best Way to Leave an Inheritance to a Grandchild?
While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning...
Estate Planning to Avoid Hurt Feelings, Family Battles, and A Royal Mess
Without an estate plan in place, and that includes a will, power of attorney, and health care directives, dividing up an...
Creating a Will: Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It's a question that most parents don't like to think...
Making an IRA Part of the Estate Plan
You're hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help them...
Estate Planning Attorneys Ask: Have You Accomplished This Critical Task?
There's one critical move that a large number of older Americans have yet to make: creating a will.Motley Fool's article,...
What is a Failed Testamentary Transfer and How Do I Prevent it From Happening?
What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because the...
In Estate Planning Does Anyone Really Need a Trust?
The simplest definition of trust is a three-party fiduciary relationship between the person who created the trust and the...
Why is Estate and Succession Planning a Process?
Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having these...
Power of Attorney: Do You Have One?
Wise incompetency planning usually includes the execution of a power of attorney. This document names an agent who can sign...