How to Maximize Your Donations with Charity Planning

In the U.S., individuals donate almost $400 billion every year to qualified charities that are in need, helping people from all over. By doing some charity planning and making an effort to track your giving, you can ensure that you get the most tax benefit that you can from your giving. While you shouldn’t give only for […]

When Should You Re-Evaluate Your Estate Plan?

Having a will and estate plan in place are very important steps toward securing the future of your assets. However, it is almost equally important to update your estate plan in the event of a large milestone or change in your life, such as a divorce or retirement. This article recommends that once a person […]

Around The Web: No Children? Why You Still Need an Estate Plan

Don’t Wait – Plan Your Estate Today Estate planning is different for everyone and it’s an extremely personal process. It’s also not just for married couples with children – single individuals and couples without children still need to have an estate plan in place. Without one, you might be inadvertently putting your loved ones in […]

Who Gets What? 10 Estate Planning Mistakes to Avoid

estate planning

Estate planning is essential to ensuring your assets make it to the right people, yet many people neglect this important step. In fact, 60% of Americans have not yet completed an estate plan. It’s understandable that people don’t like discussing this subject. People don’t like thinking about their deaths. If you don’t plan though, you can leave […]

Around The Web: Successful Estate Plan Must-Haves

Successful Estate Plan Must-Haves How would your current estate plan hold up in an unfortunate turn of events? Would your family members have access to your assets? Do you have a designated guardian for your children? This article highlights several factors that go into creating a successful estate plan that won’t leave things up to […]

Around The Web: Estate Planning is Important for People of All Ages

Estate planning is not just for retirees and the elderly – it is important for people of all ages. This is especially the case if you are married, have children, buy a house, or get an inheritance. Making sure there is a plan in place for your children and your estate in the case of […]

Around the Web: 3 Worst Estate Planning Mistakes and How to Avoid Them

Avoid Common Estate Planning Mistakes All too often, people make the mistake of not planning their estate properly and when they pass, their family is left to sort out the puzzle. This can frequently result in drawn-out, expensive court processes or even family feuds. This article by Larry Light highlights three common estate planning mistakes […]

How to Set Up a Special Needs Trust: A Guide for Parents

A special needs trust means that you can have valuable peace of mind that your child will be taken care of after you’re gone. It’s not an easy thing to think about, we know, but it is vital. We would like to reassure you that setting this up now is a proactive, positive step. It is undeniably […]