What’s going to happen to your assets after you die? Your parents die? Your spouse dies? It’s a conversation that’s uncomfortable to have, but one that’s extremely important.
Let’s face it, when it comes to storing important financial documents, a shoe box under your bed doesn’t really cut it.
Thanks to changes in the 2017 tax law, 529 college-savings plans are being used as estate planning tools and to pay for more education-related expenses than ever before, according to InvestmentNews.
If elderly parents aren’t good at record-keeping, a family member will need to identify this information and keep it in a place where it can be referenced when needed.
Most of us have heard the quote from Benjamin Franklin, ‘In this world, nothing is certain except death and taxes.’
Many clients want to leave a legacy, not just save for a comfortable retirement.
The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps, by keeping these three principles in mind: communication, clarity and customization.
If you run the odds on any procedure you perform, drug you prescribe, or diagnosis you make, there will be a statistically predictable number of bad outcomes and consequently, a malpractice suit. This has nothing to do with the doctor personally and everything to do with imperfect nature of medicine.
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming. Taking steps to plan for the future can seem way too complicated, especially when you don’t know where to start.
The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.
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