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Tell Me again Why Estate Planning Is So Important

We all have heard about family conflict stories. Someday, someone with the capital dies, and there is a war among family members.

Posted on: July 5, 2021

What to Leave In, What to Leave Out with Retirement Assets

To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.

Posted on: July 2, 2021

If I Buy a House, Should I have an Estate Plan?

Buying a home is one of the most common triggers for creating an estate plan.

Posted on: July 1, 2021

Estate Planning Matters for Singles

If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.

Posted on: June 30, 2021

Does a Prenup Make Sense?

As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.

Posted on: June 29, 2021

What Happens If an Unmarried Partner Dies?

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

Posted on: June 28, 2021

Are Roth IRAs Smart for Estate Planning?

Here are some of the reasons Roth IRAs make sense for 2021 and likely beyond.

Posted on: June 25, 2021

What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.

Posted on: June 24, 2021