Tag Archives: Lifetime Planning
Preparing for the Storms of Life
Many people think an estate plan only involves drafting a document before you die. An equally important part of an estate plan should include what happens to you and your assets while you are living.
Better Estate Planning
An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.
How To: Lifetime Gifts
It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.
What is a Beneficiary Designation?
Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.
Planning for Incapacity
In doing estate planning, it is essential to plan not only for death — but for life.
