Estate Planning for Blended Families
“Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.”
Does a Prenup Make Sense?
“As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.”
End-of-Year Financial Tasks
“A task without a deadline is just wishful thinking. Sometimes, you can get away with procrastinating. If you never get around to alphabetizing your spices, no one’s life will change.”
For the Record: Not All Wills are Probated
So, just what is the process?
Bad News Received: What Do You Do Next?
A diagnosis of a fatal illness leaves everyone in shock. However, when reality sets in, other considerations need to be handled.