If you want to be remembered for charitable giving, then you should get started with an estate plan. At this time of year, it can seem like giving to charity is something done with little forethought. It can require no more than dropping loose change in a bell ringer's bowl at the grocery store or […]
There are many important considerations for when you are choosing a financial advisor for your investment portfolios and your financial future, so here are five of them. 1. Promises What is the advisor promising? If a financial advisor promises you anything more than that they will do their best, run away. An advisor needs to explain how […]
Don’t make these celebrities’ estate-planning blunders Celebrities, they’re just like us. At least, they are when it comes to estate planning mistakes. You’d think that high-profile individuals with substantial and varied assets, often-complex family lives and a team of high-powered advisers at their disposal, would have this locked down, more so than your average American. […]
A new study suggests that the total costs from elder abuse in the U.S. continue to rise at an alarming rate. Elder abuse is a serious problem in the U.S. This has been known for a long time. As more people live longer while suffering from some form of cognitive impairment due to age or […]
Most HR departments faced with inbound foreign nationals coming to work for the U.S. entity do a good job in making certain preparations for the employee’s arrival. Either on their own, or with the assistance of specialist relocation firms, they make preparations to deal with the immigration, real estate, educational and even cultural awareness needs […]
Engaged couples aren’t likely to find “update the estate plan” on many prewedding checklists, but it’s an important to-do — especially if the upcoming marriage isn’t your first, or if you have kids from a prior relationship. Many Americans have made a second or third trip down the aisle. In 2013, 40 percent of marriages […]
Over the next several decades, baby boomers — the wealthiest and one-time largest, generation in U.S. history — will pass down an estimated $30 trillion in assets to their children and grandchildren. This so-called great wealth transfer is creating challenges for boomers, their heirs and the financial advice industry alike. Many aging boomers, for instance, […]
Leaving a financial legacy for your heirs requires you to make some big decisions. You may not want to leave all of your money to your children, but you also may not know exactly the best way to leave a portion of your assets to a charity or other beneficiary. Estate Planning is a vital part […]
Roughly half of Americans will pass away without estate plans even if they know they should have one. Why do people not make plans they know they should make? You have heard time and time again that if you do not have an estate plan, then you do not get to decide what happens to […]
4 Estate Planning Documents You Need Beyond A Will Estate and succession planning is complex. Although it will take hard work and hours to complete, it will help you alleviate anxiety for your family and business. “What if you get hit by a bus tomorrow? You should make your estate plan to match your current […]