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Tag Estate Planning

Is a Financial Plan Enough?

Everyone wants to leave a financial legacy for their family.  If you only have a financial plan, then you’re trying to guide a boat with only one oar. A financial plan is only part of the puzzle for your overall…

Till Death Do Us Part, Too

Are unmarried couples living together the new norm? Considering the following information: Per the U.S. Census Bureau, approximately 112 million people in the U.S. are unmarried 45 percent of our country’s households are “unmarried households.” In 2013, the CDC found that…

Planning for Incapacity

A common misconception is that estate planning equates to death planning.  But planning for what happens after you die is only one piece of the estate planning puzzle.  It is just as important to make a plan for what happens…

What is Incapacity Planning?

Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life. What…

3 Tips for Your Digital Assets

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They…