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What Should I Know About Being an Executor?

Being named in someone’s will as the executor–the person to handle and settle up estate matters–sounds like a great honor.

Posted on: January 17, 2020

Key Health Document Most Americans Don’t Have but Should

Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive.

Posted on: January 16, 2020

Making a Fresh Start for 2020? Here’s Help

There’s a fine line between holding on to important financial and medical records … and hoarding.

Posted on: January 15, 2020

How Business Owners Undo Their Years of Hard Work

Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their ‘retirement plan.’

Posted on: January 14, 2020

From Gentle Persuasion to a No-Nonsense Approach, Talking About Estate Plans

Few families, of course, enjoy talking about money. Introduce the idea of estate plans and inheritance—who gets what and why—and conversations often never get off the ground.

Posted on: January 13, 2020

The Many Responsibilities of Inheriting a Home

Understanding what happens when you inherit a house, as well as addressing the tough financial and emotional decisions on what to do with the home, can be intimidating.

Posted on: January 10, 2020

How Did Alzheimer’s Impact the Estate Planning of These Famous People?

In honor of Alzheimer’s Awareness Month - and the more than five million Americans living with the disease - we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…

Posted on: January 9, 2020

How Can Life Insurance Help My Estate Plan?

As people decide what they should do to benefit their spouses and families, considering life insurance in retirement can help protect, build and transfer wealth in one of the simplest ways possible.

Posted on: January 8, 2020

How Estate Planning Keeps the Peace for Blended Families

Even a close family can have quarrels and confrontations, but these conflicts tend to be more prominent within a blended family.

Posted on: January 7, 2020

Succession Planning for Family Owned Farms

Whether you are just now embarking on your succession journey or are somewhere in the middle, remember the four Cs: clarity, certainty, continuity and communication.

Posted on: January 6, 2020