The times they are a-changin’. It was true when Bob Dylan wrote those words more than 55 years ago, and it’s just as true today. The black-and-white analog world becomes a distant memory as we travel further into the digital portal. And just like Ozzy Osbourne, many of us...
Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and success—leaving a legacy. But the road to distributing your estate is filled with potholes that may hijack your good intentions.
Pothole # 1. Probate Court.
If you...
The desire to leave a legacy when you depart
this world has always been the reason to do estate planning. Until now, that’s
been enough. But in today’s world of technology, few people are considering
what to do with their digital assets—Facebook accounts, Twitter accounts, your
business website, online banking. What happens to...
Do I need a will or a trust? That’s the most basic question to begin creating an estate plan. And, let’s face it, you really do want a say in who gets what after your gone. That’s just human nature. Without some kind of legal instructions, you can’t guarantee...
You’ve worked hard to get your estate plan in place. The appropriate documents have been created and signed. You’ve named the person who’ll carry out your final wishes. But have you completed the final piece of the estate planning puzzle? If this last piece is in place, it will...
No matter your belief structure, or whether you’re reluctant to admit your own mortality, it’s a fact that none of us will live forever. And since no one knows if their demise will happen quickly or be proceeded by a lengthy illness, it’s good to be as prepared as...
Estate planning. It’s not one of
the most pleasant topics because you have to admit your own mortality. But, for
people who want to take care of their loved ones, estate planning is essential.
Without a plan, distribution of your estate will be determined by a court or a
bureaucrat—probably not the way...
With the end of the year in sight, lots of plans are being made—what gifts to buy, what the menu will be, and how to shed the extra weight that will inevitably be acquired. But part of your holiday planning needs to include a year-end investment checkup so you...
Once upon a time, in the kingdom of Noplann, there lived a group of people who thought they would live forever. They raised families. They had careers. But when it came to thinking about their demise, they just stuck their heads in the sand. To them, planning for their...