When Is The Best Time For Estate Planning? Before Incapacity or Death!

When Is The Best Time For Estate Planning? Before Incapacity or Death!

People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good...

The Complex Modern Family Requires a New Estate Planning and Elder Care Model

A new book suggests that estate planning and elder care and a loved one’s death are especially important for today’s complex modern families. In Homeward Bound: Modern Families, Elder Care, and Loss, the authors contend that the current approach to estate...

The Pitfalls of Using Beneficiary Designations as Your Estate Plan

What Are Beneficiary Designations or Transfer on Death Designations? Many people use beneficiary designations as an alternative to doing proper estate planning.  Why not?  It’s quick and easy!  It avoids probate! It allows you to rest easy that you have provided...

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