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Your Vacation Checklist

Thu 11 Jun, by on Estate Planning

Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date? Don’t leave home without making sure your financial health and the future of your loved ones is provided for. It’s even more crucial than getting a pet sitter and locking the front door. Creating an Estate Plan If you don’t have an estate plan yet, don’t panic. Now …

Pay Close Attention To The Title, It Matters

Mon 8 Jun, by on Estate Planning

Pay Close Attention To The Title, It Matters

Whether you have recently purchased, inherited, received a gift of real estate, or owned real estate for decades, understanding how your real estate is currently owned (or “titled”) can help you understand the level of control and asset protection available to you, as well as what will happen to your real estate upon your death. Ways to Own Real Estate Individually One of the most common ways people own real estate is individually, meaning the …

Special Planning Considerations For Your Spouse

Mon 8 Jun, by on Estate Planning

Special Planning Considerations For Your Spouse

You have searched for and found the love of your life, maybe your first love, or maybe after a previous relationship or marriage. As you have built your life together, you have probably weathered your fair share of storms and grown stronger because of them. To prepare for the future and the possibility of no longer being around for your spouse, it is important that you plan now to protect the surviving spouse later. As …

Are All of Your Financial Ducks in a Row?

Thu 4 Jun, by on Estate Planning

Are All of Your Financial Ducks in a Row?

In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed similar resolutions since then designed to encourage financial literacy so that individuals are better prepared to manage their money, credit, and debt. Nevertheless, in the fourth quarter of 2019, U.S. household debt, which includes student debt, credit card debt, auto debt, mortgages, home equity loans, and other debts, exceeded $14 trillion for …

Having a Conversation With Your Family About Their Estate Plan

Wed 3 Jun, by on Estate Planning

Having a Conversation With Your Family About Their Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey carried out by Caring.com, 57% of adults in the United States have not prepared any estate planning documents such as a will or trust despite the fact that 76% viewed them as important. …

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