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Along with October, May is one of the most densely packed months of the year. It's before the summer humidity and the last whole month of the school year. The weather is warming in t...
The solstice on the 20th marks the onset of summer (Northern Hemisphere) or winter (Southern Hemisphere). Many people, particularly in Europe, North America and Asia, will be embarking o...
Spring has sprung in the north, and the first hints of Autumn are on the horizon in the south. April is the month spring (or fall) gets underway, and it is filled with religious celebrations, including the Mu...
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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