Certain events should trigger an estate plan checkup. Nothing in your life happens in a vacuum. Your personal and work decisions impact each other. The
Having health care directives are important for incapacity planning. People often think they are invincible. Illnesses and injuries happen to other people. They will never
Estate planning requires attention to detail. If you are an American adult, you should have an estate plan. This planning is not reserved for those
Mistakes in planning for retirement can lead to unnecessary and avoidable stress. Planning for retirement starts early. If you started saving at the beginning of
Estate planning involves checking items off your to-do list. To-do lists are helpful in a variety of circumstances. They provide a visual representation of what
Creating a checklist when preparing your estate plan is an excellent idea. Some people really like checklists. I know I do. [In fact, I have
An estate plan is essential to protect your loved ones and their futures. Estates planning can become quite complex for those with complex assets wealth
People should prioritize getting their affairs in order through estate planning. Many things and people demand your time and attention. Perhaps you have a complex
It is essential for adult children to know about the estate plans of their parents. There are many changes associated with having adult children. You
It can be hard to talk about estate planning with your parents. The relationship between parents and children is special. You were utterly dependent on
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.