Blog Categories
- Asset Protection
- Beneficiaries
- Blended Family
- Business Succession Planning
- Common Mistakes
- Dementia
- Digital Estate Planning
- Divorce
- Education
- Elderly
- End of Life
- Estate Planning
- Estate Planning Blog
- Family
- Family Values
- Financial Caregivers
- Gifting
- Healthcare
- Inheritance
- Insurance
- Kids Protection Planning
- Legacy Planning
- Long-term Care
- Marc's Personal Blog
- Medicare
- Naming Legal Guardians
- News
- Parents
- Personal
- Pets
- Power of Attorney
- Probate
- Real Estate
- Retirement
- Same Sex Couples
- Special Needs Children
- Spendthrift Trusts
- Taxes
- Trusts
- Uncategorized
- Wills
- Wills vs. Trusts
How to Protect Life Insurance Proceeds from Taxation
Estate Planning Blog, Insurance, TaxesIf you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important asset from taxation. If you are married and have named your spouse as the beneficiary of your life insurance policy, […]
A Prolonged Death Provides Lessons for the Living
End of Life, Estate Planning Blog, HealthcareEveryone agreed on one thing: Marlise Munoz was dead. The 33-year-old Texas wife, mother and paramedic got up in the middle of the night on Nov. 26, 2013, to tend to her toddler son and suffered a pulmonary embolism. After her husband Erick, also a paramedic, was able to briefly get her breathing again she […]
The Perfect Solution for Choosing Your Child’s Guardian
Estate Planning Blog, Kids Protection Planning, ParentsIf you have minor children and have not yet named guardians, you are not unlike many other parents who put off this critically important task. Perhaps you’re not quite sure how to go about naming guardians. Perhaps you just haven’t made the time to name guardians yet. Or perhaps you and your spouse/partner cannot agree […]
4 Steps You Should Take to Protect Your Money
Asset Protection, Estate Planning BlogAsset protection is not at the forefront of most people’s minds. Most of us spend the majority of our time working to accumulate assets rather than considering the importance of protecting what we have. A recent article on The Motley Fool notes there are many things that can harm an investor more than a big […]
How to Use a Trust to Take Care of Your Pets
Estate Planning Blog, PetsMost of us who have pets consider them part of the family; unfortunately, the plans we may have so carefully put together to protect our family do not always take our pets into account. According to the ASPCA, only 17% of dog and cat owners have made the necessary legal plans to ensure their pets […]
How to Use Estate Planning to Leave a Lasting Legacy
Estate Planning, Estate Planning Blog, Legacy PlanningSo what exactly is your estate? Simply put, it is everything you own. This includes your home (and any other real property you own), furniture, personal possessions, car, bank accounts, insurance, and anything else owned by you. Estate planning is act of preparing for many important issues, including: Providing instructions for your care in the […]