Harrisburg Magazine’s recent article, “Protect Yourself,” recalls the case 25 years ago of a young woman named Terri Schiavo, who had a heart attack in
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Help Your Loved Ones and Be Clear with Your Estate Planning Documents
It can be tough to decipher all of the requirements and rules in estate planning documents, along with the probate process. If you can’t figure
Gifting Can Be a Smart Estate Planning Tool
As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when
Hybrid Life Insurance as an Estate Planning Tool
The concept of leveraging your assets and maximizing your estate with life insurance is a common strategy that has been used by many retirees for
Blended Family Estate Planning
The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for
Say Yes to Estate Planning!
It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their heirs after they die. CNBC’s “Don't drop
Discover How an Irrevocable Life Insurance Trust Can Help with Your Estate Planning
Did you know that if you own a life insurance policy in your own name, its proceeds will be included in your estate, and there’s
Rolling Stone Jagger Needs Estate Planning for Expected Arrival
When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the
Don’t Horse Around with Estate Planning and Your Stable
There’s no one-size-fits-all approach to estate planning. These are personal decisions you should make after carefully weighing all of the options with a qualified attorney.
The Importance and the True Cost of Estate Planning
It seems as though Prince is now almost as famous for not having a will as he is for hit records. He left behind a
Six Titles Not in the Prince Songbook: Estate Planning Documents
Forbes' article, "Prince and Estate Planning: What We Can Learn from the Late Musician's Financial Picture," reminds us that you don't have to be a
A Look at Survivorship Life Insurance in Estate Planning
The Insurance News article, "Survivorship Life Insurance Useful for Estate Planning," talks about a type of policy that really lends itself to estate planning purposes.