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Give Your Family a Strong Sense of Security

Give Your Family a Strong Sense of Security

“No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more

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Consider This Strategy to Keep Your Estate From Getting Whacked

Consider This Strategy to Keep Your Estate From Getting Whacked

When he died in 2013 at the untimely age of 51, actor James Gandolfini bequeathed a financial disaster to his heirs. Gandolfini hadn’t properly prepared

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What To Do First When Inheriting

What To Do First When Inheriting

Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included

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Avoid Conflict When Valuing Property Partnerships

Avoid Conflict When Valuing Property Partnerships

Property partnerships end for a variety of reasons. Ideally, the ending is wanted and agreed upon, financially and emotionally enriching all parties. But when things

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An Unusual Clause in Robin Williams’ Trust

An Unusual Clause in Robin Williams’ Trust

Even though Robin Williams has passed away, it might still be possible to see his name, likeness or voice in movies or advertisements. However, do

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Affording Adoption with the Help of Tax Credits

Affording Adoption with the Help of Tax Credits

November is National Adoption Awareness Month. If you’re considering adoption, you know that it will change your life in many ways. And you’ll need to

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Plan to Talk Estate Planning Over the Holiday Meal

Plan to Talk Estate Planning Over the Holiday Meal

With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate

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Review Your Old Trusts

Review Your Old Trusts

Estate laws change regularly, which means that estate planning methods that were once a great idea are no longer advisable for many people. One example

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Not Having Children Does Not Mean You Do Not Need an Estate Plan

Not Having Children Does Not Mean You Do Not Need an Estate Plan

If you do not have any children, you might not think that you need to bother with having an estate plan. However, having an estate

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Paying the Estate Tax

Paying the Estate Tax

One of the biggest headaches for executors of large estates is coming up with the cash to pay the estate tax. If the cash or

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Avoiding State Estate Taxes

Avoiding State Estate Taxes

The federal estate tax might grab headlines, but many states also have estate taxes that people need to be aware of when estate planning. The

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Taking Care of Your Pets after You’re Gone

Taking Care of Your Pets after You’re Gone

Four years ago, Pam Miller went to the home of a woman who was dying of cancer. The woman had lived a full life and

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