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 »
Monthly Archives: October 2015
Nothing prepares you for being the daughter of aging parents
From www.theguardian.com –August 5, 1:06 PM There are classes for the mothers of babies, but there’s no helping with your mom and dad growing old.
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 »
Passing Assets to Kids Wisely Means Teaching Them Well Now
You want the best for your kids, and that means making sure they’re well cared for (financially speaking) in the event that something unexpectedly happens to their parents. But kids aren’t exactly known for their financial wherewithal. For that matter, neither are young adults (or even not-so-young adults). So how can you ensure that your… 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 »
Some Surprising Estate Planning Statistics
Fox Business is takings its viewers to task for procrastination. “So you consider yourself a planner, do you?” they ask. “You may have your annual checkups booked through December… and a family calendar color-coded to the T. But getting your estate plans settled? Not so much.” Sadly, they’re right. It is a long-standing fact in… Read More »