Estate Planning Archive

6 Feb 2017

Why You Need to Check Your Beneficiaries Today

The recent near-simultaneous deaths of Carrie Fisher and Debbie Reynolds shocked followers of film and pop culture.  Their deaths should also raise awareness about the importance of beneficiary planning.
6 Jan 2017

6 Ways to Start the Year Off Right, Financially

Now that the partying is over, and reality has set in, it’s time to get down to business.
3 May 2016

Prince’s Other Legacy (Hint: It’s Not His Music)

The recent death of music superstar Prince has generated considerable amounts of press, as often happens when celebrities pass away prematurely and under mysterious circumstances.
23 Apr 2015

Planned Giving 101: The Retirement Plan Beneficiary Gift

I love the retirement plan beneficiary gift.
27 Jan 2015

Planned Giving 101: The Bequest

In this first article in a series, we look at that popular technique for giving to charity at death: the bequest.
30 Oct 2014

Yes, Your College Student Child Needs a “Starter” Estate Plan

Fall semester is well under way.  Students have bought books, moved into dorms, and are navigating the academic and social milieu of college life.  One thing you may have forgotten to add to the checklist: an estate