It’s that time of year again – love is in the air! As Valentine’s Day approaches, we make dinner reservations and shop for the perfect gift to express our love. This Valentine’s Day, consider giving a heartfelt gift—an estate plan to provide support and guidance for them during grief and loss. Whether your assets are large or small, giving your family the peace of mind of knowing your wishes in these difficult times is priceless.
One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.
It’s that time of year again. Yes, it is New Year’s resolution time. Was making a will one of your unfulfilled resolutions from past years? Is it on your “to-do” list for 2019? The good news is that with a modest investment of time and effort, you will be able to check this off your list in just a couple of weeks and you won’t even have to go to the gym to get it done!
When planning for retirement, often the focus seems to be almost entirely on “how much can I save?”, but there are some other significant questions to consider.
It is natural to focus on our families during the holiday season, to think about everything they add to our lives and how lucky we are to have them. As people think about Estate Planning, they often focus on dividing and distributing their belongings and financial assets.
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