Category: Family Estate Planning

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact,...

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education – Part 2

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable...

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable...

4 Essential Strategies For Protecting Your Family’s Assets

You might think that only the super-wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even...

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for...

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared for death—whether...

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get...

What You Need to Know About Collecting Life Insurance Proceeds

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it...

How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something...

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a...

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