It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
If you're a caregiver, part of your job may be to keep track of your loved one's legal affairs. You probably know — or are learning — that it's a big responsibility.
Retirement is when everything changes. Seniors may end up with new schedules, new hobbies, and even new homes. In the midst of all these exciting changes, don't overlook the mundane: your insurance coverage.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.