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A toddler playing in the fountain at a park in Santa Fe, New Mexico—Photo LD Lewis. In August, we live through the Dog Days of Summer. It's hot and often humid, and those ...
Can you hear that sigh of relief from parents worldwide? Yes! September marks the return of students to school, a global phenomenon. Preparations for the ACT and SATs begin earnestly for ...
October is the busiest month for events, with 5% more happening than in May, the second most eventful month. Sailing enthusiasts will be glued to the finals of this year's Am...
More than half of Americans, an estimated 56%, do not have an estate plan, making estate planning a critically overlooked component of financial health.
National Estate Planning Awareness Week (H. Res. 1499) was adopted on September 27, 2008, to help consumers understand estate planning and its needs and how best to create a qualified team of professionals to assist in the planning process.
Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through creating and maintaining an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and ensure the intended transfer of their property and assets at death while considering the family's unique circumstances and the potential costs of different methods. A properly-created team of professionals may include but is not limited to, the attorney, accountant, trust officer, and credentialed insurance financial planners, all working together to benefit their client.
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