Archive for 'Estate Planning' Category
Feb 27, 2020

If your adult child has special needs, he or she may be eligible for some government assistance programs. Three common examples of these programs are food stamps, Medicaid and Supplemental Security Income payments. While doing your estate planning to leave your wealth to your child, you want to make sure that you do not accidentally […]

Feb 18, 2020

Your company has thrived over the course of your life, and you want to leave it to your family. You want your children to have the financial security that it provides. You’re also just proud of what you built, and you don’t want to shut it all down just because it’s time to retire. Estate […]

Feb 15, 2020

Starting a family is not a financial decision. You do it because you love your spouse, you love the idea of having kids, you have always wanted to be a parent or for some other variation on this theme. Maybe it’s always been a life goal of yours to have kids. You’re at that stage […]

Jan 20, 2020

Estate planning is something you have never addressed because you just did not know where to get started. Now you’re thinking you absolutely want to get a plan in place. What should you do first? To begin, just start by asking yourself a few basic questions. These can help you determine your specific needs and start […]

Jan 19, 2020

Are you married, in an opposite-sex marriage? If so, how do you and your spouse make financial decisions? Who tends to handle the finances more often? For instance, perhaps you are a woman and you tend to let your husband make big financial decisions. Maybe he pays the bills, puts money aside for taxes, decides […]

Jan 14, 2020

You got married 20 years ago, had children and got divorced. Now you’re getting married again. Is it time to think about estate planning? Do you need to create a plan or update the one you have? This is absolutely something to think about. If you don’t, experts warn that you could accidentally cut your own […]

Dec 21, 2019

Estate planning is important, but many people don’t do it. Often, the reason is that they have heard some common myths and now they hold onto popular misconceptions about the process. It derails their planning and puts their family’s financial future in jeopardy. Whether you have done your estate planning yet or not — but especially if […]

Dec 19, 2019

When you think about estate planning, who do you think it should focus on the most? Do you think it’s for couples? Is it primarily for men? Is it a women’s issue? While all people, of all genders, do need to do their estate planning, some experts do refer to it as a serious women’s issue. […]

Dec 5, 2019

For most people, estate planning just means leaving their assets to their children. When deciding who should make medical decisions for them and who should handle their financial affairs at the end of their lives, they also pick children. But what if you do not have any children? That makes these decisions more difficult, but […]

Nov 20, 2019

As a new parent, your days are filled with changing diapers, making runs to the grocery store and finding time to catch up on your sleep. In between all of this, it’s critical to review your estate plan with the idea of making changes for the better. If you don’t yet have an estate plan, […]