While it may seem counterintuitive, Thanksgiving can actually be an excellent time for such a discussion. It’s one of the few times of the year when far-flung families come together. It’s an especially appropriate time for you to share with those you love that you’re grateful that your estate plan will spare them the painful, difficult decisions should illness incapacitate you. Continue reading
Five Estate Planning Myths
There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a plan that is right for you.…
What Could Possibly Go Wrong? Beneficiary Designations
You are a planner. You’ve met with your estate planning attorney to make sure your wishes are documented and to minimize the headaches associated with probate for your survivors. You’ve also met with your financial advisor to make sure your…