In a recent piece (you can find it here), we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be …
Estate Planning
The Importance of Estate Planning
Part 1: It’s an Act of Love Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but regardless of size, there is no escaping the legal and financial processes that follow death. So why do so many families put off …
Half of a Whole: Financial Planning When a Spouse Passes Away
Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a …
