Archive for the ‘Trust & Estate Planning’ Category

Do You Need a Will or a Trust, or Both?

If you’re like many people, you’ve heard the terms “will” and “trust,” but you may not know the differences between them. More important, you may not know which one you need. You’ll find some answers below. Q: What’s a will? A: A will is a document that describes what should (more…)

These Music Legends Didn't Have a Will

These Music Legends Didn’t Have a Will. Do You?

Music legends Prince, Jimi Hendrix and Bob Marley died without a will or estate plan in place, setting off family drama over their estates. According to the American Bar Association, they’re not alone — it’s estimated that 55 percent of Americans die without a will or estate plan in place. (more…)

100 Years Young
The Secrets of Centenarians

How would you like to blow out 100 birthday candles? More than 84,000 people living in the U.S. today have reached that mark, and the number of centenarians (100-year-olds) is expected to increase to 580,000 by 2040.* You may assume that your parents’ or grandparents’ longevity determines your own likelihood (more…)

Estate Planning for Blended Families

5 questions to get the ball rolling If you’re part of a blended family, you’re in good company. In 2013, 40 percent of unions were remarriages for at least one spouse.* Whether your blended family came together through remarriage recently or decades ago, discussions about money and estate planning can (more…)

8 Steps to get Started with Estate Planning

You may have heard the saying that only two things in life are certain: death and taxes. Thinking about life’s end isn’t how most of us want to spend our Saturday afternoons. But it’s essential to plan for the event and also implement your plan to make sure others know (more…)