Employers are making gradual adjustments in the benefits they offer employees in response to shifting economic conditions and recent legislative changes.
BLOG
Categories
Life Insurance - A Diverse Estate Planning Tool
When creating or reviewing an estate plan, one thing people are encouraged to consider is the inclusion of a life insurance policy.
“Sharing money is what gives it it’s value.” - Elvis Presley
He was one of the most prolific artists of a generation, multi selling, multi-award-winning, multi record-breaking. Yet when he died suddenly in August 1977, Elvis Presley's finances were a wreck.
Estate Planning In The New Year
Many of our 2020 goals may have been derailed due to Covid-19. Estate planning is at least one thing we can have control over heading into 2021.
The Holidays Are The Perfect Time To Discuss Your Estate Plan
The holidays can provide the perfect time to get your affairs in order. It’s an opportunity to discuss what can be a sensitive subject with all the family present, but what is the best way to approach the conversation?
Remarriage and Estate Planning: What You Need To Know
If you are divorced or widowed and planning to remarry, you may want to take the opportunity to review and revise your estate conservation strategies.
When It Comes To Estate Planning: Know Your ABCs
Many people don't know where to begin when it comes to developing their estate plan. It's never too early to begin planning. We've broken down the basic ABCs to help create a plan that will ensure your wishes are met.
Elder Care For A New Age
The old rules and conventional wisdom of retirement savings no longer apply. Here’s a brief look at how longevity is rewriting the eldercare rulebook.
Did Sean Connery exclude his son Jason Connery from his will?
It would seem that Sean Connery already had effective trust and estate planning in place to ensure his wife Micheline would be well taken care of and his son Jason Connery removed from his will.
Wills and Trusts: Know the Difference
You can and should do your best to control your assets from beyond the grave. If you are unable to do so, there may be obstacles to managing your estate.