April 2, 2015 Estate AdministrationEstate Planning
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused…
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April 1, 2015 Estate Planning
In nearly every way you could make a mistake — for example, saving too late — you can also make…
March 30, 2015 Estate Administration
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of…
March 26, 2015 Estate AdministrationEstate Planning
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the…
March 24, 2015 Estate AdministrationEstate Planning
Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…
March 18, 2015 Estate Planning
Although it is a difficult subject to face, you have options when it comes to protecting your estate and your…
March 16, 2015 Estate AdministrationEstate Planning
Whether you want to provide for your family after your death or you just want to ensure that the process…
March 13, 2015 Estate Planning
Have you thought about dying lately? Most of us don’t. Make sure you do some estate planning today before things…
March 5, 2015 Estate Planning
As Mary Todd Lincoln’s character in “The Widow Lincoln” faces dozens of unpaid bills for home furnishings, clothes and jewelry,…
March 3, 2015 Estate Planning
Failure to do so — or to alert all relevant parties to the changes — could result in certain assets…
February 27, 2015 Estate Planning
Once the basic documents are in place, they should be revisited periodically. If there is a major change in your…
