Do you ever think about what your legacy will be? Legacy is commonly defined as, "a gift by will, especially of money or other personal property." But legacy includes much more, such as the values you live by and that you want to convey to future generations.Fact:...
November is known as the month of giving. The reason for that is shrouded in history and tradition, but that does not diminish the fact. What makes this year different from years past, though, is that it is the first November since Congress enacted massive tax...
There are numerous reasons to develop a thorough estate plan early in life. It ensures your loved ones honor your wishes after death, but that is dependent on your family members being able to locate the documents. You should have multiple copies...
Leaving your lover is a big focus of pop music. Michael Bublé sings "It's a Beautiful Day" now that his lover is gone away. Paul Simon offers that there's no "need to be coy, Roy. Just get yourself free." But what if the loved thing is something only a parent...
You know estate plans are vital, and you have put in the time and effort in making yours to protect your family and money. You may think you can relax now.Before you breathe a sigh of relief, however, make sure you have not forgotten any of these important inclusions....
The family of Tim Conway--co-star of the Carol Burnett Show--has recently announced that he is suffering from dementia. Progression of the disease is advanced. Conway is no longer able to take care of his own daily needs, and he is largely unresponsive. Now, his wife...
This is a midterm election year. Among accomplishments claimed by the Republican Party controlling national government is the passage late last year of major tax reform. As we noted in a previous post, the package contains a great many benefits, not the least of which...
You may be procrastinating about developing your estate plan, thinking that you are not wealthy and do not have a lot of assets, so why would an estate plan be important?The reasons may surprise you. You probably have more assets to protect and pass on to your heirs...
Everyone needs an estate plan, but have you been procrastinating about getting the process going? Is it because you simply do not know how to start?Organization is the key. Here are five tips to set you on the path to painless estate planning. 1. Make a list of...
When people want to talk about their wills and trusts, they tend to turn to their spouses, friends, executors and attorneys. However, one potential group that people tend to put off discussing the estate with is their heirs, more specifically their children.It is...
