If You’re Single You Need an Estate Plan

By |2021-12-06T16:01:04+00:00January 28th, 2022|Blog, Estate Planning, Estate Planning|

It's a common misconception that estate planning is only for the wealthy or for married couples. In reality, everyone should have some sort of estate plan. This is even more true if you are single because you don’t have an obvious person to handle your affairs should something happen to you. So if you’re [...]

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Comfort Your Family with Your Estate Plan

By |2021-11-16T16:22:06+00:00December 17th, 2021|Blog, Estate Planning, Estate Planning, Tips|

It’s not easy to think about or talk about what happens after you die or planning for something that seems so far off. Your estate plan can and should comfort your family so they know what to do when the worst happens. This only comes easier if you discuss your estate plan with your [...]

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Don’t Let These Two Words Wreak Havoc on Your Estate Plan…

By |2021-11-16T16:21:26+00:00December 10th, 2021|Blog, Estate Planning, Estate Planning|

“Per capita” and “per stirpes” are phrases you’ve probably never heard of or at least don’t use very often. These phrases can determine how your wealth is passed on to each generation of your family.  So not knowing the difference can potentially lead to disinheriting your loved ones.  Three Ways To Pass On Your [...]

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Here’s How to Handle Irresponsible Beneficiaries

By |2021-11-15T16:23:16+00:00November 26th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Every family has different circumstances and dynamics. Irresponsible beneficiaries can be hard to plan for. Maybe you’re planning to leave everything to your children but they are still young. Maybe your ideal beneficiaries have other challenges they are facing like health problems, addiction, or aren’t financially responsible enough.  Considering your beneficiaries’ circumstances and futures [...]

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Don’t Plan from Your Deathbed

By |2021-10-29T14:40:47+00:00October 29th, 2021|Blog, Estate Planning, Estate Planning, Tips|

Delaying your estate planning could have severe consequences for your loved ones and for the life you’ve worked hard to build. A proper estate plan takes time to create and finalize. So waiting until it’s too late could be devastating to you and your family. In some instances if you wait until you have [...]

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How Estate Planning Works

By |2021-09-15T15:16:08+00:00September 15th, 2021|Blog, Estate Planning, Estate Planning|

With so many misconceptions about estate planning, it can be confusing to know exactly how estate planning works. These misconceptions can also keep you from starting an estate plan because the entire process may seem overwhelming. Paired with no one wanting to think about the end of their life, estate planning can be put [...]

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What Estate Planning Documents Do I Need?

By |2021-09-10T14:25:14+00:00September 10th, 2021|Blog, Estate Planning, Estate Planning, Tips|

With so many misconceptions about estate planning, it’s hard to know what you need to have prepared for your loved ones in case the worst happens. Many think that an estate plan just involves having a will. Of course a will is great to have, but there is much more to an estate plan [...]

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Do You Need a Trust-Based Estate Plan?

By |2021-08-13T14:31:08+00:00August 13th, 2021|Blog, Estate Planning, Tips|

Many times when thinking of an estate plan, most people think of having a will. A will is great to have, but there may be more benefits to having a trust-based estate plan. A will documents your wishes for the distribution of your assets upon your death. With a trust plan, you have more [...]

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Scholastic CEO Billionaire Leaves Nothing for His Family

By |2021-08-06T14:20:57+00:00August 6th, 2021|Blog, Business Structure, Estate Planning, Estate Planning, Tips|

Leaving A Legacy You’ve heard the recent news that a billionaire died unexpectedly leaving a very surprising estate plan. Scholastic CEO M. Richard Robinson Jr. died unexpectedly in June 2021 and left behind a plan to leave control of the $1.2 billion company to its Chief Strategy Officer of the company, Iole Lucchese, whom [...]

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Not Having an Estate Plan is Still a Plan…

By |2021-07-30T14:33:58+00:00July 30th, 2021|Blog, Estate Planning, Tips|

Not having an estate plan means you do have a plan, a plan that could leave your loved ones potentially with nothing. It’s estimated that 50-60% of Americans don’t have a Will and with over half of the country living without a proper estate plan, that means there’s a lot of relatives and friends [...]

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