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Can My Estate Plan Include Illiquid Assets, Like Real Property and Ownership Interests?
“No good estate plan can afford to ignore the other assets, the ones called ‘illiquid.’ That category includes anything that can’t...
Author
Dec 24, 20192 min read
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Are Seniors Prepared for Natural Disasters?
“A new national poll shows that many people over age 50 haven’t taken key steps to protect their health and well-being in case of severe...
Author
Nov 7, 20192 min read
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Why Estate Planning is Essential for Small Business Owners
“Developing a proper business plan, securing financing, marketing, paying taxes and all of the other small, but significant, details will...
Author
Aug 26, 20193 min read
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Estate Planning a Necessity for Small Business Owners
“As a small business owner, you have worked incredibly hard to make your business a success. What began as an idea is now, due to your...
Author
Aug 14, 20193 min read
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1 comment


Think of Estate Planning as Stewardship for the Future
“Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.”...
Author
Jul 11, 20193 min read
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Here’s How You Know You’re an Adult: 10 Documents
“I’m planning a major trip in 2020: It’s the year I turn 50, and I’m going to visit 50 places I’ve never been before. Among the fun...
Author
Jun 7, 20193 min read
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The Conversation You Need to Have with Your Parents
“Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure you're on...
Author
Jun 6, 20192 min read
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Common Estate Planning Mistakes That You Can Avoid
“There may be changes in your personal and family situation like births, deaths, marriages, divorces, illness, injury or disability of...
Author
Jan 11, 20193 min read
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Here’s a Happy Way to Start the New Year – A Gift of Estate Planning
“We know what you may be thinking. Estate planning can be morbid, and no one wants to think about the end of life during the holiday...
Author
Jan 8, 20192 min read
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New Year’s Resolutions Can Still Include Your Estate Plan
“We often think of exercising more, eating healthier or getting better sleep, but what about a resolution that continues in the spirit of...
Author
Jan 2, 20192 min read
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Four Giant Estate Planning Mistakes to Avoid
“Americans are drawn to celebrities. We read about their lives, gossip about their deeds and ogle their pictures. Perhaps it is...
Author
Dec 13, 20183 min read
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Why a Will Is Just the Start of Retirement Planning
“But while we know about the Queen of Soul’s insistence on being paid in cash for her shows and Prince’s vast Paisley Park estate and...
Author
Dec 4, 20182 min read
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What a Good Candidate for Executor Looks Like
“No matter how old you are, it’s never too early to think about what you would like to do, if something were to happen to you. That can...
Author
Nov 12, 20182 min read
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Protect Your Family and Yourself with Planning
“It is hard to think about death, but organizing your financial paperwork, having a will, making sure you have an appropriate amount of...
Author
Nov 9, 20182 min read
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Six Savvy Moves to Protect Your Retirement and Your Family
“When was the last time you looked at your financial beneficiaries and other estate planning documents?” Estate Planning. One couple...
Author
Nov 6, 20182 min read
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What Surviving Spouses Need to Do Immediately
“As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.” The first...
Author
Nov 2, 20183 min read
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Are Your Digital Assets Under Your Control?
“In the internet age, personal archives are no longer limited to the tangible. In fact, much of one’s personal archives is now...
Author
Oct 23, 20182 min read
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Estate Planning for Digital Assets: Don’t Do What Most Do
“In a recent survey of baby boomers, antivirus software provider AVG Technologies found that only 16% of respondents had thought about...
Author
Oct 15, 20182 min read
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Getting Ready to Fly South? Estate Planning and Snowbirds
“Because the laws governing estate planning and Medicaid benefits differ from state to state, it is advisable that you have your...
Author
Oct 4, 20182 min read
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Celebrities Make Estate Planning Mistakes–In a Big Way
“As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind. Your beloved...
Author
Oct 1, 20183 min read
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