It Turns Out That an Overwhelming Number of Americans Are Simply Uncomfortable or Unclear About the Estate Planning Process

New research shows that Americans, not surprisingly, are uncomfortable with the prospect of investing, retirement planning and estate planning. A new study of more than 5,000 individuals put forth by the group, Hearts & Wallets, identified that individuals who are late career between the ages of 53 and 64, and people who are likely to… Read More »

Reasons to Have the Estate Planning Talk with Your Loved Ones

Any family conversation about money can be a difficult one, especially when it approaches the subject of mortality and estate planning. Feelings about money and emotions get tied up in conversations about estate planning, bringing forward challenging emotions like fear, lack of confidence, shame, and concerns about dignity.   It can be difficult to discuss… Read More »

Remember These Tips If You Are Getting Remarried

Being married two or three times is becoming a more popular phenomenon than it ever was in the past. This can present unique challenges when it comes to estate planning, however. One of the biggest issues for any blended family and this new spouses, is to consider how assets will be preserved and protected for… Read More »

What Mark Zuckerberg Can Teach You About Planning for the Future of Your Business and your Estate

Many individuals who are also business owners may not realize the potential benefits of conducting comprehensive estate planning for their business as well as for their personal estate. Recent research indicates that there are differences in various generations when it comes to the prospect of talking about business succession planning or estate planning. Many older… Read More »