This year's tax season is just around the corner, which means that it's time for you to review and plan your financial outlook for the upcoming year. This means anything related to your estate or personal taxes must be taken care of before it's too late. One common...
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Estate Planning
Long Term care insurance is an essential estate plan tool
No one expects the unexpected. What happens when a car accident or unforeseen illness sidelines us for years? What can we do when we face a permanent health care issue that involves ‘round-the-clock care? What options are there for paying for it? Who pays when you are...
What should you tell your kids about your estate plan?
For many people, it is uncomfortable or taboo to talk about money or death. It may be these reasons that prompt many people to keep the details of their estate plans secret. However, there can be consequences when someone doesn’t talk about their wishes. For example,...
What are the essential parts of a comprehensive estate plan?
Most Americans don’t like to think about death, especially their own. It’s one reason why so many put off estate planning, some well into their retirement years. However, estate planning is the best way to ensure you pass your assets on to your children,...
What kind of debt doesn’t die with you?
More and more people are dying with debt. While you may make concentrated efforts to pay off all of your debt before you die, sometimes that is not an option.As you create your estate plan, it is essential to have a clear understanding of your debts and how they could...
Talking about your estate plan with your kids is important
Many people put off estate planning for as long as possible. They may see it as overwhelming, or they might feel uncomfortable thinking about a future where they are gone. These same feelings can also lead individuals to avoid discussing their estate plan with their...
You’re a new parent: why should you think about estate planning?
When you welcome a new child into the world, end-of-life planning is probably the last thing on your mind. But in reality, it’s one of the most important things you can attend to, especially after becoming a new parent. Life can be beautiful, precious and most of all...
3 Times in your life you should update your estate plan
The thought of sitting down and creating an estate plan can be challenging enough for many people. So, to constantly revisit and update it might seem like a daunting chore. However, when you review, amend and update your estate plan, you ensure that your plan terms...
How to choose trustees among your adult children
Most parents dread when their children saunter up to them and ask, “who’s your favorite?” or “which one of us do you love more?” There are silly questions that all parents deal with, but those questions tend to pop up again during the...
Who can be trusted to settle your estate?
One of the biggest decisions a person makes in their estate plan is choosing an executor, also called a personal representative. This person will have a number of responsibilities to fulfill in order to settle the estate.So how can you be confident that you’re...

