For parents of adult children with special needs, long-term security is often an ongoing worry. You want to make sure your child receives the proper health care, assistance with daily life and financial support - not just right now, but for many years to come.Special...
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5 things that can go wrong with beneficiary designations
Just about everybody owns an account or policy that requires a designated beneficiary. Such a designation allows you to choose who receives the funds upon your passing. Importantly, these assets then don’t go through the often-complex probate process.While this...
The benefits of a buy-sell agreement in succession planning
Business owners often face a bit of a dilemma. They can’t imagine themselves no longer being involved in the company and are reticent to hand the reins to someone else. Still, they want to see their economic legacy continue long into the future, supporting...
The college savings account that is a win-win for estate planning
By the time most of us reach the estate planning stage of life, the idea of putting money toward college savings is a distant memory. However, for individuals with young family members, such as grandchildren, this is worth reconsidering.The 529 college savings plan is...
Protecting a loved one who is suffering from dementia
When a loved one is diagnosed with dementia, your priorities change. Life becomes about supporting that individual to the best of your abilities, making sure they remain cared for, loved and protected. As the dementia progresses, your role may grow.Preparing for this...
Why do Americans with substantial assets ignore estate planning?
Estate planning is beneficial for every individual. But the more assets you own, the more important it is to take a proactive approach. From tax obligations and probate, to medical decisions and family dynamics, estate planning provides loved ones clear answers to...
Why online, DIY estate planning is a risky proposition
The digital age has changed every aspect of how we conduct life. That includes estate planning. There are now countless do-it-yourself will creation tools out there, each making the case that this DIY approach is all you actually need.But as the old saying goes: If...
The confluence of business succession and estate planning
Running a business requires an intense focus on the here and now. There are customers to serve and contracts to fulfill. Ensuring these things happen often takes priority.However, there comes a time where you need to think long-term, to the days when you are no longer...
The ‘hot powers’ of a financial power of attorney
A financial power of attorney is a crucial legal tool for anyone with even modest monetary considerations. With a financial power of attorney, you – the principal – name an agent to handle financial and business transactions on your behalf.It is a role...
How can I reduce my gift tax burden?
Estate planning is often about family legacy. In many cases, this means taking the assets you’ve worked hard to obtain and using them to better the lives of those you love. Sometimes, simply giving that person a thoughtful gift seems like the simplest method.But...
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