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  1. Blog
  2. 2019
  3. February

Posts in February, 2019

  • Discussing a Document
    Feb 28 What is a Failed Testamentary Transfer and How Do I Prevent it From Happening?

    What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because the beneficiary is ...

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  • Laughing
    Feb 26 In Estate Planning Does Anyone Really Need a Trust?

    The simplest definition of trust is a three-party fiduciary relationship between the person who created the trust and the ...

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  • Laughing
    Feb 14 Why is Estate and Succession Planning a Process?

    Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having these conversations, ...

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  • Discussing a Document
    Feb 12 Power of Attorney: Do You Have One?

    Wise incompetency planning usually includes the execution of a power of attorney. This document names an agent who can sign ...

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  • Discussing a Document
    Feb 08 No Estate Taxes? You Still Need an Estate Plan

    Increases in the estate tax exemption has an impact on how some people are thinking about life insurance, says ThinkAdvisor in the ...

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  • Doctor Talking to a Patient
    Feb 05 How Caregiving Can Impact Older Women

    Whenever significant numbers of people are unemployed or under-employed, the economy loses those wages, the income taxes, and ...

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