by Karen Stewart | Nov 29, 2018 | Estate Planning
The best plans consider what you want to do while you’re still here, and the legacy you want to leave behind A good estate plan, as you approach retirement, goes beyond deciding who gets what and how much after you die. It also should address your...
by Karen Stewart | Sep 13, 2018 | Estate Planning
Aretha Franklin’s legacy could include teaching consumers yet another word: W-I-L-L. Get one. Franklin — like Prince, Pablo Picasso, and others before her — reportedly died without a will or a trust. And there could be legal battles ahead in probate court for...
by Karen Stewart | Jul 26, 2018 | Estate Planning
With a stepfamily, try not to split heirs When you say “I do,” you’re entering a financial partnership as well as an emotional one. If you say “I do” a second time and have children, your partnership acquires new stakeholders — not necessarily willing ones. Adult...
by Karen Stewart | Jun 28, 2018 | Estate Planning
On this federal holiday, also known as Independence Day, marking the Colonies’ adoption of the Declaration of Independence on July 4, 1776, which declared independence from the Great Britain and its king, we thought it would be appropriate to share some fun facts...
by Karen Stewart | Jun 13, 2018 | Estate Planning
Under the estate tax rules in effect a few years ago, any unused exemption of the first spouse to die went out the window, and the surviving spouse was left with only his or her single exemption. Therefore, if the first spouse to die simply left everything to the...
