Including Digital Assets in Your Estate Plan
When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets...
The Importance of Equitable Estate Planning
Suzanne is widowed and has four adult children. Her investment portfolio is worth $1 million, and she owns a bed-and-breakfast...
Talking to Your Heirs About Your Estate Plan
Talking about “the end” is not the easiest thing to do, and this is one reason why some people never...
Why Life Insurance Will Always Matter in Estate Planning
Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the...
An Estate Plan or a Wealth Transfer Strategy?
There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary...
Should You Look at Insurance as an Investment?
Is a permanent life insurance policy an investment? One financial professional might answer that question with a “no,” while another...
Financial Priorities Young Families Should Address
As you start a family, you start to think about certain financial matters. Before you became a mom or dad,...
Talking to Your Kids About Your Wealth
Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive?...
Are You Helping Your Adult Children Financially?
In 2015, Pew Research investigated whether aging parents received more assistance from adult children or adult children received more assistance...
Critical Estate Documents
FINANCIAL DOCUMENTS Fact: Without a Will. Almost 65% of Americans admitted they don’t have a will. Source: Forbes,...
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