February 2024
In This Issue:
- Choosing the Right People to Help with Your Estate Plan
- Is a ‘Sweetheart Will’ Best for You and Your Valentine?
December 2023
In This Issue:
- Generational Wealth Transfer: Passing on Values and Assets
- The Importance of Estate Planning Documents for Younger Individuals
November 2023
In This Issue:
- Cruising Into Retirement: An Alternative to Nursing Home Care
- What You Need to Know About Long-Term-Care Insurance
October 2023
In This Issue:
- There’s Still Time: End-of-Year Tax Planning Considerations
- How Can I Take Care of My Pets When I Die?
August 2023
In This Issue:
- Coping with the Sudden Impact of a Loved One’s Death
- How to Discuss Division of Assets with Loved Ones
June 2023
In This Issue:
- 5 Life Events That Should Prompt an Updated Estate Plan
- Communicating Your Plan: What Heirs Need to Know About Your Estate
February 2023
In This Issue:
- Should Your Beneficiary Serve as Your Executor or Trustee?
- Why Transferring Home Ownership Does Not Replace an Estate Plan
October 2022
In This Issue:
- Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes
- Can You Still Retire Comfortably On A Million Dollars?
August 2022
In This Issue:
- A Will is a Key Component of Any Estate Plan, But It’s Not Enough
- When Was the Last Time You Updated Your Estate Plan?
June 2022
In This Issue:
- How to Protect the Legacy of Your Vacation Home
- Why You Need a Digital Will
May 2022
In This Issue:
- Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning
- Filial Responsibility: Are Children Responsible for Their Parents’ Long-Term Care?
April 2022
In This Issue:
- What to Do When a Loved One is Diagnosed with Dementia
- Legal Documents that College Students Shouldn’t Leave Home Without
February 2022
In This Issue:
- Myths and Misconceptions about Retirement Planning
- Why Do People “Put Off ” Estate Planning?
December 2021
In This Issue:
- The Risks of Giving Adult Children an “Advance” on Their Inheritance
- Moving Out of State? You May Need to Revise Your Estate Plan
October 2021
In This Issue:
- The Objectives and Benefits of a Spendthrift Trust
- What Will Happen to Your Digital Estate When You Pass Away?
- Yes, Even Millennials Should Have an Estate Plan
August 2021
In This Issue:
- What’s Not to Like About an I Love You Will? Plenty.
- If Your Children Have Turned 18, They Need Their Own Legal Documents
- Be Sure to Fund Your Revocable Living Trust
May 2021
In This Issue:
- Do You Need A Trust?
- If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
February 2021
In This Issue:
- A Look at America’s Most Popular Pension Plan: Social Security
- Five Ways President Biden’s Tax Plan Could Impact Your Finances
December 2020
In This Issue:
- Your Legacy is More than Just the Money You Leave to Loved Ones
- What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
- Now Is a Good Time to Review Your Estate Plan
- A Personal Note From Christine Weiner
November 2020
In This Issue:
- 10 Ways To Maximize Your Social Security Benefits
- How to Avoid COVID-19 Scams
- A Personal Note From Christine