Results for Estate Planning

A few moves could have saved the loved ones of actor Philip Seymour Hoffman a lot of money. Even if you don't have a $35 million estate, like Hoffman's, there are some things you could learn from it.

Many people consider estate planning too private or morbid to discuss. There's even an element of superstition that talking about bad things will cause them to happen. But while having these conversations takes a lot of courage, they can help avoid surprises, lead to better financial planning and promote family harmony. For a cautionary tale of what can happen otherwise, read 'In Battle For Thomas Kinkade…

These four steps will help ensure your digital accounts and subscriptions aren’t lost when you die.

By Michael Chamberlain Learn more about Michael on NerdWallet’s Ask an Advisor Estate planning is the process of determining what happens to you and your property when you can no longer make decisions…

Estate planning conjures up thoughts of large inheritances and tax shelters, but it's not just about death and taxes. It's also about what happens if you get very sick and live.

No one likes to talk about estate planning, but if you don’t have the right conversations and make the proper preparations it can spell disaster for you and your loved ones.

By Matthew T. McClintock, J.D
Vice President, Education, WealthCounsel
These days, more people are living single than ever before. In 1970, just about one- third of Americans 15 and older were single, according to U.S. census data. Today, that number’s closer to 50 percent
Whether never married, divorced or widowed, singles need to pay just as much attention to their estate planning as married folks, as…

By James E. Salter Learn more about James at NerdWallet’s Ask an Advisor Planning ahead for what will happen to your property when you are no longer around can help save…

You should have an up-to-date will, as well as a durable power of attorney for health care

By Jim Ludwick, CFPLearn more about Jim on NerdWallet’s Ask an AdvisorDo I need a will? How do I get one? Financial planners like myself are often.

A recent column about getting financially organized triggered many questions about estate planning. This is not just a subject for older people. Y...

Now that the Federal Reserve has taken the long-awaited first step in raising interest rates, affluent families should consider how a changing interest-rate environment might affect their estate plans.

By Karen Haywood Queen Estate planning is essential for everyone, no matter how simple or small the estate. But once your estate edges close to $1 million, the complexities increase. Unless your estate is valued at more than $5.43 million—or $10.86 million for a married couple—you're exempt from federal estate taxes. But some [...]

Drawing up a will can be an emotionally taxing process. But it's one that becomes especially difficult when a spouse is left to cope with the task after their partner passes away. Suddenly, what was once a joint decision made with a lifelong partner becomes a task a widow must face alone.

Here are some of the more common reasons why we procrastinate about estate planning—and some information that just might get you moving.

There's a mistake families often make when they go through their estate planning process, and decide how to allocate money to their heirs and to charity. An extremely common practice is to list charities as part of a will, or revocable trust, and in many cases (perhaps most)—that's a mistake.

Many people draw up complicated estate plans to minimize the taxes they have to pay on their assets when they die. But people who are nowhere near the...

Find out how to protect your assets and preserve your wealth by reading our top myths of estate planning. Call now for an appointment 602-548-3400.

Taking some basic steps now provides security for your family in the future.

Procrastinating about your estate planning? If you’ve been postponing it because you’re just not sure how to get started, here are some steps to help spur you on.