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Posts Category - Video

What Major Life Events Should Prompt You to Consider Estate Planning Again?

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It has often been said that far too many people don’t have the necessary estate planning tools prepared and therefore put them and their family members at risk of problems after you have passed away. Some of these estate planning mistakes can add additional time or could cost you money but it is important to […]

Avoid The Most Expensive Estate Planning Mistakes

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Not only are estate planning mistakes difficult for your loved ones, as they put your family members in a difficult situation after you have passed on, but they can also be unnecessarily expensive. Taking a leadership role with your own estate planning process is one of the only ways to avoid serious estate planning problems […]

Don’t Put It Off Until Later with Estate Planning

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Almost 60% of adults in the United States do not have an estate plan or a basic will and it’s something that many people don’t want to think about. Most common response to putting together an estate plan is, I’ll get to it later, with the assumption that it does not affect you right now.  […]

Governments Entitled to Significant Portion of Prince’s Estate

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Have you ever wondered the answer to the question, how much will your family really inherit when you pass away? Prince’s failure to conduct estate planning has landed his estate in the news numerous times and it turns out that the federal government is entitled to as much as 40% of Prince’s estate. Furthermore, the […]

Top Steps to Focus on Retirement

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As your retirement begins to come into view, it’s time to ensure that your financial planning has been kicked into high gear and you make any necessary adjustments to ensure its smooth transition. It can come as an unfortunate and difficult surprise if you need to move into retirement sooner than you anticipate or if […]

Giving to Charity Post Tax-Reform

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Many people in the past made decisions about their charitable giving, not just because they were motivated by philanthropy but also because they received tax benefits for making charitable donations. Charity can help you to meet your personal goals regardless of tax benefits and now might be a good time to update your estate planning […]

Digital Age Estate Planning Must Be More Comprehensive

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Do you ever think about how many online accounts you have, how many places you have stored your photos or backed up some of your favorite videos? Do you consider these to be assets? You might have skipped out on the traditional estate planning process because you assume it doesn’t apply to you, but that […]

Am I Liable for a Spouse’s Debt After Death?

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If you recently got remarried and you have joint ownership of your home and a joint bank account, you might suddenly discover that your new spouse is making payments toward unpaid taxes and credit card debt. Understanding how this affects your estate planning, as well as your life after this person, passes away is important.  […]

Getting the Benefit of Reduced Time and Money Expended with Your Estate

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There are many different reasons that you should put together an estate plan, not the least of which is giving yourself peace of mind. Some other examples of reasons to put together a comprehensive estate planning include control over your assets, privacy, and protections for your family. But one other thing to consider has to […]

Avoid Family Infighting Over Wills by Using Estate Planning Documentation

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The loss of numerous celebrities over the past couple of years has given us important opportunities to think about the value of estate planning overall. You might assume that you are immune from the problems that could be associated with the traditional distribution of an estate because you don’t have assets or wealth of the […]

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