Category Archives for "Estate Planning"

Aug 08

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.Here’s what we think you should consider as you decide:First, consider whether you want your offspring to have broader options than just the traditional college experience.Since […]

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Aug 01

4 Essential Strategies For Protecting Your Family’s Assets

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But for a […]

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Jul 25

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one.Yet the pandemic might be changing this.According to Census figures, the pandemic caused the U.S. death rate […]

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Jul 18

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one.Yet the pandemic might be changing this.According to Census figures, the pandemic caused the U.S. death […]

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Jul 11

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages into the mix. Such unions are often referred to as a “blended” family or […]

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