Which Assets Make the Most Sense to Give to Charity?

If you’ve decided that a portion of your estate should go to charity, this is a worthwhile endeavor that allows you to give back philanthropically. However, it is important to consider that what you choose to give to charity has tax implications. Doing good for someone else does not always necessarily mean doing well for… Read More »

What Is an Estate Plan?

If you have yet to set up to a meeting with an estate planning lawyer, an estate plan might just be a buzzword on your to-do list. But what does it actually mean? How can it work with your elder plan to ensure you’re protected when you’re older? Read on to learn more. An estate… 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 »

What Mark Zuckerberg Can Teach You About Planning for the Future of Your Business and your Estate

Many individuals who are also business owners may not realize the potential benefits of conducting comprehensive estate planning for their business as well as for their personal estate. Recent research indicates that there are differences in various generations when it comes to the prospect of talking about business succession planning or estate planning. Many older… Read More »

Top Tips for Selecting an Estate Executor

There are many key decisions you must make during the process of putting your estate plan together, and chief among them is who will serve as your estate executor. You need to approach this process thoughtfully and ensure that the person you choose is the right fit for the job as well as interested in… Read More »