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Category Archives: Estate Planning
Dementia and estate planning: Steps to take now
A serious medical diagnosis could significantly impact how one considers the future. In cases where an individual receives a diagnosis of dementia, he or she will want to move quickly…
When is a charitable trust the right choice for an estate plan?
One of the most important steps to take when planning for the future is to consider long-term goals and objectives for personal wealth. Assets and money can pass to loved…
A simple first step in the estate planning process
One of the most significant errors made with estate plans is failing to update the plan after major life changes. Many believe that once a plan is in place, they…
Estate planning with unique beneficiaries in mind
Planning for the future typically means considering the needs and interests of loved ones and beneficiaries. There is no one-size-fits-all solution in estate planning, and unique beneficiaries may require a…
Distributing art in a estate plan
As an artist or a collector, you may have numerous pieces of art on your premises. After your death, the distribution of art in the estate plan may pose a…
What should parents tell adult children about their estate plans?
One of the most difficult aspects of planning for the future is making choices that will affect family members long-term. This is one reason why many people delay making estate…
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