Holidays, Heirlooms, and Estate Plans

She’s been called the “Queen of Christmas Music” — Amy Grant’s five studio Christmas albums have been topping the holiday charts since 1983. The first of those efforts, A Christmas Album, includes a haunting track called “Heirlooms” that still garners airplay today. “Up in the attic,” she sings, “down on my knees… lifetimes of boxes,… Read More »

Advance Plannin’ Around the Christmas Tree

It’s been nearly sixty years since Bobby Helms first rang through our radios to remind us that the holidays are “the right time to rock the night away.” More than a half-century later, we’re still rockin’ around the Christmas tree to the likes of Helms, Brenda Lee, Chuck Berry, and all the other immortals who… Read More »

Are We Ready for Dementia?

Canada’s leading newspaper, the Toronto Star, recently asked its country an important question: are we ready for rapidly rising dementia rates? We can ask ourselves the same question too — both as a society and as individuals. “The tide of dementia is swelling and no country will be spared,” the Star writes. “…This is not just… Read More »

No More Drama: Estate Planning Without the Panic

Forbes contributor Steve Parrish recently wrote about an experience at his doctor’s check-in desk. The secretary asked for all the usual information — photo identification, insurance information, date of birth, etc. But when they asked whether he has a living will in place, Steve was offended. “I was there to be fixed up, not die —… Read More »

Why Plan Your Estate?

View image | gettyimages.com The knowledge that we will eventually die is one of the things that seems to distinguish humans from other living beings. At the same time, no one likes to dwell on the prospect of his or her own death. But if you postpone planning for your demise until it is too… Read More »

Family-Owned Businesses Need End-of-Life Plans Too

Most estate planning articles focus on either the individual or the married couple. What about businesses, though? After all, they don’t always last forever either. Indeed, if you own a very small business or a sole proprietorship, it may die along with you. Is that what you want? And if so, what happens to the… Read More »

When to Estate Plan? ASAP. Pronto. Today.

TIME’s Money Magazine is trying to get your attention. So are we. Our headline is a riff on theirs: “You Need to Do Your Estate Planning Now. I Mean Right Now. Immediately.” TIME contributor and certified financial planner Frank Paré just learned a hard lesson when one of his clients passed away without any warning… Read More »