Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,
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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking
Do Some Simple Planning with College-Bound Children to Sleep Better at Night
Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”
Why Do I Need a Trust?
The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,
Do You Have a Powerful Power of Attorney?
In some circumstances, no legal document is more critical than a power of attorney, and it’s one that is full of potential pitfalls.This form gives
Win-Win With Charitable Trusts
If you have several substantial bequests to charities in your will, this Kiplinger's article asks if it would be better to see the charity use
Persistent Problems with Powers of Attorney
Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated.However, The New
The Power of Powers of Attorney
Retirement means making decisions on housing, income, investments, health care and estate planning—many of which can be emotional and may require major life changes. The
Yes, We Know: Prince Didn’t Have a Will
By now you've seen and heard the news of the musician's sudden death. You also now are aware that the Minnesotan failed to take time
What is Michael Jackson Worth Today? It Depends Who You Ask
Since his death in 2009 at age 50, Jackson has experienced a commercial rebirth—thanks to the sharp executors who have managed his assets. The documentary
Too Poor for Estate Planning? No Such Thing!
If you have completed your estate planning, when was that? Where are the documents? Does your family know where they are located? Estate Planning needs
Let Me Ask You a Few Questions about Estate Planning
A will gives instructions about distributing your property after death, and living trusts are typically revocable—they can be changed along the way, and they are