Articles — page 9
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Queen Elizabeth II Has Died. Here’s What Will Happen to Her Estate
On Thursday, September 8 Queen Elizabeth II passed away peacefully at Balmoral Castle in Scotland at the age of 96. As the UK’s longest-serving monarch, it comes as no surprise that she leaves behind an immense fortune… Read “Queen Elizabeth II Has Died. Here’s What Will Happen to Her Estate”
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Risk Mitigation: The Role of an Estate Plan in Keeping You Safe
Ask the average person about the first thing that comes to mind when they think of personal and household risk mitigation and they will probably mention an alarm system, regular visits to the doctor, pepper spray, and a… Read “Risk Mitigation: The Role of an Estate Plan in Keeping You Safe”
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Planning for the Future: Setting Financial Goals Big and Small
In a world focused on results, it can be easy to forget about the process, and yet if it’s financial security you’re after, the process is all that matters. Lottery winners and a very few crypto millionaires aside,… Read “Planning for the Future: Setting Financial Goals Big and Small”
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What Most Folks Get Wrong About Estate Planning and Privacy
You could be forgiven for assuming that privacy laws protect your family’s most intimate affairs and yet, at least where estate planning is concerned, nothing could be further from the truth. Once you have passed away,… Read “What Most Folks Get Wrong About Estate Planning and Privacy”
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Estate Planning 101: Four Essential Documents for Every College Student (and Parent)
August is on the horizon and with it, the time of year that students nationwide are preparing to ship off to college. The moment is at once exciting and stressful. New possibilities collide with new responsibilities… Read “Estate Planning 101: Four Essential Documents for Every College Student (and Parent)”
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Estate Planning FAQ: How to Navigate an Unequal Inheritance
There’s nothing like the question of how to divide an inheritance fairly to give parents nightmares. Likewise, there’s nothing like parents giving more money to one child to cause conflict between siblings. Because the… Read “Estate Planning FAQ: How to Navigate an Unequal Inheritance”
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What is a Conservatorship, Anyway?
If you follow the news (or even if you don’t), you’ve probably heard the term “conservatorship” more in the last year or two than ever before in your life. Both the Britney Spears conservatorship and the Amanda Bynes… Read “What is a Conservatorship, Anyway?”
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Writing a Will in Missouri: The Do’s and Don’ts of Each Approach
When you think about all that writing a will entails, it makes sense that there would be more than one way to accomplish the task. A will communicates your final wishes including how you want your assets to be… Read “Writing a Will in Missouri: The Do’s and Don’ts of Each Approach”
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Tax Deductible Donations and Estate Planning: Key Considerations When Making A Charitable Contribution
As tax season comes into full view a lot of people have tax deductible donations on their minds. While it may be too late to make a charitable contribution that counts against your 2021 taxable income, plenty of time… Read “Tax Deductible Donations and Estate Planning: Key Considerations When Making A Charitable Contribution”
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3 Documents Everyone Should Include in Their Estate Plan
If we’ve learned anything throughout the course of the Covid-19 pandemic, it’s that life can be extremely unpredictable. Unfortunately, we have no way of knowing what the future holds, or if and when tragedy will… Read “3 Documents Everyone Should Include in Their Estate Plan”