People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more.
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Social distancing and self-quarantine can help slow the spread. The virus is a particular threat to residents of nursing homes. Read on to learn more about the threat and how you can keep your loved ones safe.
Creating your first estate plan is a challenging task, as you’re sure to have a variety of questions and concerns. Fortunately, when you address every question that you face, it’s easier to make informed and confident decisions. Here are some of the most important questions to answer when creating your first estate plan: Who will … Read more
As you age, so do your parents. And as that happens, you may begin to develop concerns about their estate plan. While there’s nothing wrong with asking your parents about their estate plan, don’t become forceful. This can drive a stake between you, and that’s the last thing you want. Instead, take the approach that … Read more
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. The disruptions from the social distancing required to fight the virus have been felt by people around the world. As we mark passing holidays, we reflect on the importance of family. Learn how to share time with family during this pandemic and … Read more
The Academy’s Spring Summit conference went “virtual” due to the social distancing requirements to protect all of us. The Summit was different but better than ever. Read on to learn how cutting-edge technology met cutting-edge learning at the Academy’s Virtual Summit. Academy’s Spring Summit Virtually Perfect
It’s your hope that you never have to pay for long-term care, but from a planning perspective you should always assume that you will. This will ensure that you’re ready to take on any expense that comes your way. Here are some interesting statistics from our website that may surprise you: At age 65, you … Read more
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. While healthcare systems have fought the virus, economies have been hurt by the social distancing required to combat the virus. However, there may be an opportunity for those wishing to do certain types of Estate Planning. Read on to learn more.
You owe federal income tax wherever you live. But your overall tax burden can vary dramatically depending on where you live. Read on to learn more.
Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read on to learn more.