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Divorce on Estate Planning

Why Is Estate Planning more Complicated with a ‘Gray Divorce’?

Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.

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Charitable Giving

Charitable Giving and Your Estate Plan

Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.

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Digital Assets and Devices

Estate Planning During Coronavirus

The rapidly evolving coronavirus (COVID-19) crisis is creating a plethora of unique estate planning and legal challenges across the globe, particularly given the volatility of the financial markets.

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How to get started

When Do We Think About Estate Planning?

Nobody likes to think about their own mortality, and that’s why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.

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Protect your legacy

Do Unmarried Couples Need Estate Planning?

Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.

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