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Insight on Estate Planning - Year End 2018

Nov 29, 2018

Here’s a brief glance at what you’ll find in the Year End issue… 

Don’t be afraid of probate

Probate. The word itself is enough to strike fear into the hearts of elderly individuals and their loved ones. It conjures images of lengthy delays waiting for wealth to be transferred and bitter disputes among family members. Plus, probate is open to the public. This article explains why, with proper planning, probate can be avoided. A brief sidebar examines which assets don’t go through the probate process.

Smart estate planning begins with protecting your assets

It’s one thing to earn enough to live a comfortable lifestyle. It’s yet another to develop a plan for protecting one’s assets so that there’s more for heirs after death. If one has been fortunate enough to achieve the former, there are estate planning tips to help with the latter. This article details asset protection strategies.

Thinking long term

Don’t overlook long-term care planning

An illness that requires long-term care (LTC) can quickly deplete one’s savings and derail an estate plan. Thus, LTC planning is a critical part of estate planning. This article explains why LTC insurance is an important part of the planning process.

Estate Planning Pitfall

You’re not making direct payments of tuition and medical expenses

When it comes to gifting strategies, there are many to choose from. One such option is to make direct payments of tuition and medical expenses. This brief article provides the specifics of how this strategy works.

To view a PDF of the newsletter with full articles, click here.