Posts tagged "estate planning"

Women and estate planning, P.2

In our previous post, we began looking at a recent Forbes article in which Deborah Jacobs points out the need for women to become more competent about and to get more involved in the estate planning process. We left off discussing how women can become facilitators in estate planning by engaging their family in the conversation, particularly in regard to their spouse and their adult children.

Women and estate planning, P.1

In a recent Forbes article, Deborah Jacobs advocates that women need to take greater initiative in learning about and participating in the estate planning process. As the article notes, a recent survey by EZLaw reveals that many American women, especially younger women, care more about maintaining their weight than about protecting their financial assets. That, she notes, is a cause for concern.

James Brown estate battle continues on, P.2

In our previous post, we began discussing the estate of deceased soul musician James Brown, particularly the battle between those who say Brown wished to give his entire estate to charity, and his family, who say that Brown intended to provide for them.

Financial planner can help assess estate liquidity

When doing estate planning, it is important not only to consult an experienced attorney, but also a financial planner. As essential as an attorney is to the estate planning process, they will not necessarily have the same focus as a financial planner. One of the ways a financial planner can be very helpful to the estate planning process is to ensure that there is sufficient estate liquidity.

Estate planning is enhanced by careful asset preservation planning, P.3

In our last two posts, we have been looking at the importance of asset preservation planning. As we have tried to stress, asset preservation planning is an important element in coming up with a solid estate plan, as it ensures that the wealth you pass on has minimal exposure to creditor's claims.

Estate planning is requires careful asset preservation planning, P.1

In a previous post on this blog we mentioned that "taking advantage of asset preservation opportunities, particularly for special needs family members" is one of the 10 top considerations for those engaged in estate planning. But why is that?

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