Aug 4, 2020

Considerations Before Heading South for the Winter

By |2020-08-05T02:00:52+00:00August 4th, 2020|Estate Planning|0 Comments

Considerations Before Heading South for the Winter For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting the road. What is happening in your destination state? Because we are still in the [...]

Aug 4, 2020

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

By |2020-08-05T01:08:29+00:00August 4th, 2020|Estate Planning|0 Comments

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help wondering about a future inheritance. Often when a person dies and leaves money or property to heirs or beneficiaries, the first thing [...]

Aug 4, 2020

Seven Ways to Avoid Family Fights over Your Property

By |2020-08-04T22:00:23+00:00August 4th, 2020|asset protection, Estate Planning|0 Comments

Seven Ways to Avoid Family Fights over Your Property Ask a group of friends if they have experienced a family fight over a property after a loved one has died, and you will be in for a lively and eye-opening conversation. Far too many families end up fighting, or at least experiencing tension, over a [...]

Aug 4, 2020

How Do I Donate My Organs When I Die?

By |2020-08-05T01:15:03+00:00August 4th, 2020|Estate Planning|0 Comments

How Do I Donate My Organs When I Die? Thinking about what will happen to your body when you pass away is probably not what you would like to do with your spare time. However, if you want to donate your organs when you die, you must think about precisely what you want and communicate [...]

Aug 4, 2020

Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

By |2020-08-04T23:23:47+00:00August 4th, 2020|Estate Planning|0 Comments

Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts can exacerbate the stress. Without proper [...]

Jul 8, 2020

Help! I’ve Been Named as a Guardian. What Do I Do?

By |2020-07-08T21:28:36+00:00July 8th, 2020|Estate Planning|0 Comments

Help! I’ve Been Named as a Guardian. What Do I Do? A guardian is an individual who cares for someone, often a minor child, who needs special protection. Parents can nominate a guardian in their will, but typically a court must confirm and officially appoint the guardian after both parents have passed away. Sometimes the [...]

Jul 8, 2020

Sandwich Generation Month: Considerations When Caring for Both Children and Parents

By |2020-07-08T20:52:45+00:00July 8th, 2020|Estate Planning|0 Comments

Sandwich Generation Month: Considerations When Caring for Both Children and Parents July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents. This topic is particularly germane at present, as many parents are not only parenting their children but have also spent the last [...]

Jul 8, 2020

Estate Planning for Franchise and Multilevel Marketing Business Owners

By |2020-07-08T21:39:13+00:00July 8th, 2020|Estate Planning|0 Comments

Estate Planning for Franchise and Multilevel Marketing Business Owners Franchise and multilevel marketing (MLM) businesses are often attractive because they offer people the chance to start a small business with a well-known brand and an established business model. However, they present different estate planning challenges than other types of small businesses because the rights and [...]

Jul 8, 2020

Saving for College: What If There Is Money Left Over?

By |2020-07-08T18:57:50+00:00July 8th, 2020|Estate Planning|0 Comments

Saving for College: What If There Is Money Left Over? Setting money aside for your children’s or grandchildren’s education is a great way to provide for their future. However, it is possible that not all of the money you have set aside will be used for college expenses. For example, your child may receive a [...]

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