Estate Planning (Page 2 of 7)
How to Prepare for Long-Term Care by Repositioning Assets
In this episode of Estate Planning Made Easy, we explore the critical importance of planning for long-term care, particularly as we age. Using a personal family story as a backdrop, the episode highlights the financial and emotional challenges of caregiving, and the potential pitfalls that can drain assets intended for inheritance.
The Greatest Gift You Can Give Your Family? Planning Ahead for Funeral Services
Talking about funeral services isn’t easy, but it’s something we all face eventually. The good news? Planning ahead and understanding the process can turn an overwhelming moment into a meaningful one. Learn the steps to take, how to navigate decisions, and why pre-planning is one of the greatest gifts you can give your family.
Protect Your Estate from Investment Losses
Estate planning is an important step to be sure that your wealth is protected and efficiently passed down to your loved ones. However, many people unknowingly make mistakes that can put their financial legacy at risk. One of the most common is allowing an estate to be diminished due to poor investments, market losses, or even outright fraud.
What Is a Grantor Trust and How Does It Work?
What is a grantor trust? Can it help you bypass probate and reach your estate planning goals?
Common Power of Attorney Mistakes to Avoid
When it comes to estate planning and legal decision-making, few documents are more important—or more frequently misunderstood—than the Power of Attorney (POA).
Revocable Living Trusts: The Good, The Bad, and The Ugly Truths for Estate Planning
I’ve helped countless clients set up estate plans over my many years as a financial advisor. In deciding the right approach, one of the biggest considerations is whether to use a revocable living trust or simply leave things to a will. There are good reasons to go either way. To help you make up your mind, let’s take an in-depth look at the key pros and cons of using a revocable living trust as part of your estate planning process.
Why You Need a Will
Regardless of the size of our financial assets, all of us should have our financial house in order. Even though it sounds like a daunting task, it’s really quite simple and most of the work can be done at home over a weekend.
10 Things You NEED to Know About Writing a Will
Writing a will doesn’t have to be scary. Learn the key aspects to consider and create a legally sound document to protect your assets and loved ones.
Ignoring the Long-Term Care Crisis is a Mistake You Can’t Afford to Make
In a world where advancements in medicine and health care continue to push the boundaries of human longevity, the concept of living a long, rewarding life is more feasible than ever. However, with this remarkable progress comes a challenge that many fail to adequately prepare for: the long-term care crisis.
How to Avoid the Worst Estate Planning Mistake
In this podcast, David T. Phillips, CEO of Estate Planning Specialists, reveals the number one estate planning mistake and shares the strategies you can implement to avoid that mistake.
How to Find and Claim Your Family’s Forgotten Assets
There are literally billions of dollars in unclaimed funds sitting in state treasuries and other agencies just waiting to be found.
Avoid Probate with These 8 Little-Known Estate Planning Hacks
When someone passes away, they leave behind a complex legal process called probate – and let me tell you, it can be quite expensive.
Creative Succession Planning: A Tax-Efficient Approach to Asset-Based Giving
Whether you’re a business owner, property holder, or someone looking to maximize your resources, you can find solutions with creative succession planning. Here’s how.
How to Plan a Green Funeral
Green funeral options are becoming increasingly popular in the United States as more and more Americans are looking for environmentally friendly alternatives to traditional funerals. Here’s what you should know.
Coping With Loss: How to Approach Funeral Arrangements
If you’re an older adult coping with loss, this article is for you. Here’s how to plan a funeral while you work through your grief.
The Greatest Gift You Can Give Your Family? Planning Ahead for Funeral Services
How to Plan a Green Funeral
How to Arrange Your Own Cremation Service
Free Senior Resources
