By Genevieve Wall | Published April 22, 2020 | Posted in Estate Planning | Tagged Tags: business succession, coronavirus, COVID-19, estate planning |
The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be Read More
Read More8/4/15 – from “Financial Planning” – So that you can keep your estate plan up to date, there are 5 important questions you should review with your estate planning lawyer every year. Read the article at this link: 5 Questions.
Read MoreJune 30, 2014 – Reuters What would you do if you suddenly got $100,000, no strings attached? With $30 trillion set to change hands from one generation to the next over the next 30 years, many beneficiaries will face that issue. Some will use the money wisely, but unfortunately many will “blow it”. Read More
Read MoreThere is no better reason to have an estate plan in place than for the well being of your young children. Often, young parents avoid estate planning because they believe that they are too young, healthy, or can’t afford an attorney. However, estate planning is a vital part of caring for your young child. READ Read More
Read More1. You have spent a lifetime working, saving and generally deferring consumption to fund your retirement. Now that your money has outlasted you, it will be awesome to see how the government divides your assets. Governments always make amazing decisions about other people’s money. READ MORE HERE
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