In estate planning, it can be very confusing understanding the terminology that is used to describe the important fiduciary roles. Have you heard the term personal representative? How’s that different from a Trustee? And what is the difference between a Guardian and Conservator? Here is a quick review of the labels or terms you should...
Last week I had an opportunity to sit with a new client who said it had been several years since he had reviewed his estate plan. During that time he had lost his wife and one of his children had married and had a child. As part of our review process, we look at his...
Whenever we purchase a life insurance policy, open a mutual fund, or enroll in a company retirement plan, we are usually asked to designate a beneficiary. After naming these individuals, we never give it much thought again. Maybe you’ve named your spouse, one of your parents or your children. After your death, these assets are...
Aretha Franklin reportedly did not have a Will or Trust at the time of death. Aretha Franklin’s final wishes may not get the respect they deserve. It was reported in the news that legendary singer, Aretha Franklin, did not have a will or trust at the time of her passing. According to the Detroit Free...
Although everyone should have a Will, only a small portion of the American public has completed this essential responsibility. Like wearing your seatbelt, or changing the batteries in your smoke detector, a Will is a safety to protect the ones you love. Let’s review the common reasons people tell me they don’t have a Will...
We spend our lives making plans and preparing for future events. From the beginning we plan and work towards education, a career, marriage and a family. We work hard and save, invest and build our assets. We insure to protect our home, automobiles, health and medical needs. Retirement age comes and our plan is finally...
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