Most estate planning lawyers, accountants, and financial advisors in the field of traditional estate planning are taught only two things: protect the clients’ material wealth from the evils of probate and taxes. Now let me ask you, just as a reality check, how do most people actually plan their estates? In our experience, they either do nothing or they create a simple Will, to look after a … [Read more...] about Why Traditional Estate Planning May Not Be the Answer
Beneficiary Designations
If you have an employer-sponsored retirement plan, life insurance policy, annuity, or other retirement account, you probably specified a beneficiary to inherit the proceeds upon your death. Beneficiaries can also be named on brokerage accounts, certificates of deposit, mutual fund accounts, and checking or savings accounts. These accounts become known as payable on death, or transfer on death … [Read more...] about Beneficiary Designations
“Guardianship Provisions are Essential to an Estate Plan”
An important part of a comprehensive estate plan is the designation of a guardian for minor children in each parent’s Last Will and Testament. Without such a designation, a court will decide who will care for your children in case of your death or incapacity. When meeting with an attorney to create your estate plan, you will want to discuss who will take care of your child or children if you … [Read more...] about “Guardianship Provisions are Essential to an Estate Plan”
“Guardianship Provisions are Essential in an Estate Plan” (Audio)
"Guardianship Provisions are Essential in an Estate Plan" by Attorney Colleen Sinclair Prosser … [Read more...] about “Guardianship Provisions are Essential in an Estate Plan” (Audio)
4 Important Reasons Why You Need an Estate Plan
Some believe they have not accumulated enough wealth or assets to warrant an estate plan at the present moment. In light of the fact that many young people are saddled with debt, either from credit cards or student loans, it may seem unnecessary to formulate a plan that transfers wealth if your liabilities exceed your assets. However, a simple will is important for young couples who have children … [Read more...] about 4 Important Reasons Why You Need an Estate Plan
4 Important Reasons Why You Need an Estate Plan? (Audio)
"Four Important Reasons Why You Need an Estate Plan" by Attorney Brooke Shemer … [Read more...] about 4 Important Reasons Why You Need an Estate Plan? (Audio)
Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m. for YOUR ESTATE MATTERS! The attorneys of Sinclair Prosser Gasior relate cutting edge estate planning information to keep you up to date. The topic tomorrow is "Do I Need an Estate Plan?" by Attorney Brooke Shemer. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m. for YOUR ESTATE MATTERS! The attorneys of Sinclair Prosser Gasior relate cutting edge estate planning information to keep you up to date. The topic tomorrow is "Your Estate Planning Review" by Attorney Brooke Shemer. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
10 Essential Estate Planning Facts
“You may delay, but time will not,” Benjamin Franklin. Everyone knows that they need an estate plan, but few of us do anything about it. In fact, according to a 2007 study, more than 55% of Americans don’t even have a simple Will. And yet, the clock is ticking for all of us. So why don’t more of us actually put together an estate plan? For some, it’s a morbid fear that by thinking about death, … [Read more...] about 10 Essential Estate Planning Facts
“Ten Essential Estate Planning Facts” – Audio
"Ten Essential Estate Planning Facts" by Attorney Nicole Livingston … [Read more...] about “Ten Essential Estate Planning Facts” – Audio
