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230 search results for: estate plan

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Top 10 Scariest Estate Planning and Elder Law Topics

  Top 10 Scariest Estate Planning and Elder Law Topics 10. The Invisible Assets – A big part of asset protection is making sure you have updated beneficiary designations. This is often overlooked and can have truly hair-raising consequences. Read more here. 9. The Illinois Chainsaw Massacre: Who Will Survive and What Will Be Left of Them? […]

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7 Reasons Estate Planning Is an Act of Love

When you think of Valentine’s Day, you probably don’t think about estate planning, but we do! We see the depth of our clients’ love for their families everyday as they put an effective plan together — a plan from which they may never see the benefits. A plan that will give their loved ones peace […]

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Secrets: 5 Things Your Adult Children Need to Know About Your Estate Plan

Parenting often involves keeping secrets, especially when the kids are little — remember all the secrecy surrounding Christmas or birthdays? Back when my daughter was 4 years old my wife and I kept a big secret from her. For her 5th birthday we surprised her with a trip to Disney World in conjunction with an […]

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3 Things That Can Ruin Your Estate Plan

Don’t be caught with an out of date will. Keep the 3 L’s of estate planning in mind. You’ve finally finished creating your will with your attorney – congratulations! It’s a big undertaking. You’re probably thinking it’s time to stash it in a safe place and forget about it. As long as your attorney has […]

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FREE Workbook: 6 Estate Planning Pitfalls to Avoid

  There is nothing more frustrating than dealing with estate problems after a loved one’s death. Family and friends are already grieving, trying to get funeral arrangements taken care of, and then along comes an estate plan that costs them even more time, money and stress during one the most difficult times of their life. We’ve […]

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Is Your Estate Plan Old and Clunky?

David Edwards loves what he does, and it’s obvious because he can connect just about anything to estate planning! In this post, Dave and his dad explore how estate planning is like… old tennis rackets.  Estate Planning is Like… Old Tennis Rackets When my parents were first married (around 1967 or so), my mom’s parents gave […]