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Library
Estate Planning Newsletter
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Five Common Estate Planning
Mistakes (Volume 1)
Proper estate planning is not just for the rich and famous. Surprisingly,
however, that is a common misconception. Every adult American has an
estate worth planning, regardless of their net worth. In this article we
review some critical estate planning concerns.
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Estate Planning Challenges for Business Owners
(Volume 2)
The survival rate of family businesses from generation to generation is rather dismal. To help prevent your business from becoming an unfortunate
statistic tomorrow, we review some common challenges for you to address today (before it is too late).
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Procrastination & Estate Planning
(Volume 3)
Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? This article takes aim at the chief culprit:
procrastination.
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Seasonal Solutions: The Stages of Life & Estate Planning
(Volume 4)
To everything there is a season. So it is with your Life & Estate Plan. This article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and
financial circumstances over your lifetime.
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Admirable Estate
Administration (Volume 5)
Have you appointed trusted family members, friends or professionals to
serve as the fiduciaries of your estate plan upon your death? If so,
our lead article is a must-read as we review some of the
responsibilities (and liabilities) they will face.
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Estate Planning Challenges for Blended Families
(Volume 6)
Is your family a blended family? If so, then you
face unique inheritance challenges, to include disinheriting your
ex-spouse, providing for your new spouse and your own children, and
protecting their inheritance.
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Unique Estate & Financial Challenges for Women
(Volume 7)
Women face unique Life and Estate Planning
Issues, and yet too often their own needs are overlooked. They are too
busy taking care of everyone else -- their families, their careers,
parents, social causes.
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Elder Law Elements
(Volume 8)
Good news, bad news. The good news: Americans are living longer than ever. The bad news: we eventually wear out physically, mentally, or both. In this article we review
two challenges: becoming incapacitated and going broke due to long-term care.
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Estate Planning for Unmarried Couples
(Volume 9)
Even though cohabitation is legal in the majority of states, unmarried
cohabitants face unique estate planning challenges regarding
incapacity, inheritance, and estate taxation. In this article we will
review such challenges and some of the potential problems they can
cause.
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Solo Solutions (Volume 10)
Being single can mean considerable personal and economic freedom.
Nevertheless, just like your married counterparts, proper Life &
Estate Planning is necessary to keep you in control.
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Marital Matters (Volume 11)
Most married couples, whether celebrating their six-month or their
sixtieth anniversary, have the mistaken belief that they can make
personal, health care and financial decisions for one another, without
outside interference, should either spouse become disabled. Nothing
could be further from the truth.
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Supplemental Needs
(Volume 12)
Parents of children with special needs face unique challenges, both in
providing for the children while both parents are alive as well as
providing for them after both parents are deceased. This is true
whether the children are minors (e.g., under age 18 in most states) or
adults.
Professionals Corner
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