Waiting to Make an Estate Plan? Know the Risks.

The estate planning problem is the same for most people — they know they should do it, and they plan to do it someday. Just not today. Of course, today becomes tomorrow, and tomorrow becomes next month, and so on. Procrastination can quickly become an eternity. Eternity is exactly what we don’t have. Everyone who delays… Read More »

The Best New Year’s Resolution: Plan for Your Future

‘Tis the season for making promises to yourself — and, alas, for breaking them. Research shows that most people break their New Year’s resolutions within the first seven weeks or so. The intentions are noble, but the follow-through is so much harder. This season, we encourage you to adopt a different kind of resolution — one that… 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 »

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 »

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 »