As we embark on a new year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. Read on to learn more. … [Read more...]
Inheritance Planning Errors Are All Too Common
When you make a mistake, you learn from it, but you pay the price first. If you would have known about the outcome in advance, you could have avoided the costly error. With this in mind, we are going to look at some commonly made estate planning mistakes in this post. Expecting Too Much From Medicare If you know that you are going to qualify for Medicare when you are 65, you will naturally … [Read more...]
The Anatomy of a Basic Estate Plan
A lot of people feel as though the estate planning process is a bit overwhelming. They avoid it because they do not know where to begin. There are various different ways to go about it, and the right strategy will depend upon the circumstances. This being stated, there is a basic framework that is universal, and we will look at it in this post. Asset Transfers The first order of business will … [Read more...]
