by Carol Grant | Jul 22, 2022 | Estate Planning
The people who typically think the most about estate planning are those in a traditional nuclear family unit, with spouses, adult children, grandchildren and a clear idea of how they want to pass along assets and who can be trusted to carry out their wishes. It’s...
by Carol Grant | Jul 18, 2022 | Estate Planning
No matter your age, amount of wealth, or social status, almost everyone should consider how they want their assets distributed upon their death and what decisions will be made by whom, if they are unable to make those decisions later in life. This can be addressed...
by Carol Grant | Jul 8, 2022 | Estate Planning, Will
Estate plans come in all sizes and shapes. One of the decisions in creating an estate plan is whether a trust should be part of your plan, as detailed in this recent article titled “Trust vs. Will: What They Share (And 6 Ways They are Different)” from Yahoo! Money....
by Carol Grant | Jun 29, 2022 | Estate Planning
There are some important financial decisions that need to be made before you get hitched. One of them is whether you should get a prenuptial agreement (“prenup”). This isn’t the most romantic issue to discuss, especially because these agreements usually focus on what...
by Carol Grant | Jun 24, 2022 | Estate Planning
What happens financially when a spouse dies? Losing a beloved spouse is one of the most stressful events in life, so it’s one we tend not to talk about. However, planning for life after the passing of a spouse needs to be done, as it is an eventuality. According to a...
by Carol Grant | Jun 20, 2022 | Estate Planning
Romance is in the air. Summer is the time for marriages, and with America coming out of the pandemic, wedding calendars will be filled. Getting Married? What Should I Know about Estate Planning before ‘I Do’? AZ Big Media’s recent article entitled “5 estate planning...
