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Author Archives: Angela

Will A Second Marriage Derail Your Estate Plans?

A second marriage can introduce dramatic changes into your life. The financial implications of a second marriage can be significant. While many of the adjustments and changes to your life could have to do with child custody, alimony and division … Continue reading

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What Assets Need to Be Included in My Estate Inventory?

Each person’s estate inventory will look unique, but a careful consideration of the different types of assets that should be included can make it easier for your estate executor and your loved ones when you pass away. One of the … Continue reading

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Retirement Planning Beyond the Basics

There’s no doubt that the workforce is changing and as more baby boomers are reaching retirement age, this is also raising questions about how retirement is different. Traditional retirement planning might not cut it anymore, particularly if you’re not using … Continue reading

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Where Should Wealthy Clients Consider Retiring?

If you are currently amassing a great deal of wealth and are concerned about long term planning for your tax bill, you are better off retiring in Michigan, according to a new study. The study completed by online finance tool … Continue reading

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How Do I Choose the Right Estate Planning Tools?

Essential estate planning boils down to considerations of protecting your rights if you were to become incapacitated and unable to make decisions for yourself as well as a plan for transferring on your assets to future generations. Putting together a … Continue reading

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Is a Joint Account Best for Estate Planning?

Establishing a joint bank account that allows your children to tap into your finances might initially seem like a good idea. In fact, you may have recently gone through some challenges with your own loved ones in which the fact … Continue reading

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Joint Bank Accounts Can Be Problematic for Crises

Establishing joint accounts that are used by both children and parents can seem like the most effective way to handle financial emergencies or to step in if someone needs assistance with their finances as they get older. But this can … Continue reading

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More Financial and Estate Planning Professionals See Desire from Younger People

All generations can benefit from estate planning, but that doesn’t mean that all people seek out the support of estate planning lawyers and financial advisors as they should. Younger people are, however, seeing the benefit to planning ahead as they … Continue reading

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Early Inheritances: Are They Right?

Does it make sense to give an early inheritance to your kids.  Remember that giving financial gifts to your children should be done only when you have the support of an experienced estate plan lawyer who can walk you through … Continue reading

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What’s Next on Your Retirement Planning List?

You’ve probably been intending to retire your entire life, but have you really considered your day-to-day actions and how they can contribute towards your overall retirement plan and goals? The support of an experienced estate planning lawyer is instrumental as … Continue reading

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