Archive for December 2018
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, those that do make few updates once the plan has been created, despite other key…
Read MoreTaking the Car Keys Away from Elderly Parents and Relatives
Many older adults are capable of driving safely, even into their 70s and 80s. But people age differently. Several factors place seniors at much greater risk for road accidents and affect seniors’ driving ability. More importantly, a person 70 or older involved in a car accident is more likely to be seriously hurt, require hospitalization…
Read MoreHow to Talk to Your Kids About Your Estate Planning Over the Holidays
The holidays are an ideal time to reflect on who and what you are most grateful for in your life. While you are spending quality time with your loved ones this holiday season, we hope that you, like us, take this opportunity to share family traditions, important values, and have a discussion about the…
Read MoreYour Financial Year-End Checklist. 7 Must Do’s
The end of the year is fast approaching. As we all prepare for the holidays and the coming of 2019, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Review Your Living…
Read MorePlanning on Giving Money this Holiday Season? 5 Things to Consider
The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you are planning on giving money…
Read MoreDamaging Celebrity Estate Planning Lessons We Need to Learn From
The recent passing of a few notable celebrities has shed some light on just how important comprehensive estate planning is for the protection of your estate and loved ones. Many of us know the singing legends, Aretha Franklin and Prince, but you may not have known that both of these superstars passed without a last…
Read More