Most people are under the impression that they will not benefit from estate planning because their estate is too small, they don’t have children, they are unmarried or any other of the broad range of myths that keep you from engaging in this important planning process. While estate planning is important for everybody, there are… Read More »
Monthly Archives: November 2016
The Connection Between Alzheimer’s and Estate Planning
Nearing the end of the year makes for an excellent opportunity to review estate planning documents and determine next steps. However, it’s also important to think about the fact that November was named as National Alzheimer’s Awareness Month in 1983. When Ronald Reagan stipulated this awareness month at that time, fewer than 2 million individuals… Read More »
It Turns Out That an Overwhelming Number of Americans Are Simply Uncomfortable or Unclear About the Estate Planning Process
New research shows that Americans, not surprisingly, are uncomfortable with the prospect of investing, retirement planning and estate planning. A new study of more than 5,000 individuals put forth by the group, Hearts & Wallets, identified that individuals who are late career between the ages of 53 and 64, and people who are likely to… Read More »
Reasons to Have the Estate Planning Talk with Your Loved Ones
Any family conversation about money can be a difficult one, especially when it approaches the subject of mortality and estate planning. Feelings about money and emotions get tied up in conversations about estate planning, bringing forward challenging emotions like fear, lack of confidence, shame, and concerns about dignity. It can be difficult to discuss… Read More »