by Christine | Nov 13, 2014 | Asset Protection, Estate Planning, Estates, Guardianships, Inheritance, Probate, Trusts, Wills |
Family law practitioner Andy Low Hann Yong also noted a "significant increase" in inquiries for will writing service of late. He said this could be due to rising public awareness on the importance of having a will, or the occurrence of unfortunate incidents...
by Christine | Nov 12, 2014 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Probate, Trusts, Wills |
Making decisions about the disposition of your assets can be an emotionally fraught and time-consuming process. Take small steps and seek expert guidance to realize your plans for the financial care of your families. Who gets what when it comes to your estate? The...
by Christine | Nov 11, 2014 | Asset Protection, Beneficiary Designation, Estate Planning, Individual Retirement Accounts (IRA), Wills |
One of the colossal failures in estate planning I witness when people make their wills is not coordinating the will with the overall beneficiary designations they have chosen. Does your will surpass your beneficiary designations on financial accounts? A recent Wall...
by Christine | Nov 10, 2014 | Asset Protection, Assets, Blended Families, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A tax battle is brewing over his $83 million estate, pitting Mr. Clancy’s wife against the adult children of his former marriage. His widow Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in court...
by Christine | Nov 7, 2014 | Uncategorized |
Below are key financial planning tips to guide you through the four seasons of your financial life. With summer ending and fall around the corner, the changing of seasons is almost upon us. Just as the seasons change with each passing year, your financial seasons...
