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Estate Planning | Wiseradvisor.com

Estate planning is a stressful process, but it is a necessary life step. When you start working with an attorney for estate planning, you...
Estate Planning | Wiseradvisor.com

Many individuals drastically underestimate the cost of securing private health insurance when they are retiring early, changing jobs, or...
Estate Planning | Wiseradvisor.com

Do you think it's a lot of work to create an estate plan? It certainly can. However, it may only take a few minutes to create one for your...
Estate Planning | Wiseradvisor.com

The Kennedys, the Fords, Rockefellers, Gettys and lots of other "old money, carriage trade" families have them. Now you can too. Have...
Estate Planning | Wiseradvisor.com

Any good estate planner will tell you that there's no time like the present to consider a program of gifts to loved ones as part of an over...
Estate Planning | Wiseradvisor.com

There are many different ways in which to donate to a charity. One way, Pooled Income Funds, are sort of a cross between charitable...
Estate Planning | Wiseradvisor.com

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
Estate Planning | Wiseradvisor.com

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to...
Estate Planning | Wiseradvisor.com

Not to be rude, but just imagine, only for the short time that it takes you to read this page, that it's many years from now and, after...
Estate Planning | Wiseradvisor.com

Death is a topic that most people are uncomfortable thinking about. But we should ideally address this topic in a proactive manner...
Estate Planning | Wiseradvisor.com

Planning for disposition of your property after you are gone is a privilege and a responsibility. Often your family's financial security...
Estate Planning | Wiseradvisor.com

When you write a will, you name an executor (or a personal representative) to carry out the distribution and management of your estate...
Estate Planning | Wiseradvisor.com

Estate planning is a wise thing to do to ensure that your family and loved ones are safe and at the same time save them from unnecessary...
Estate Planning | Wiseradvisor.com

End-of-life planning isn’t easy, but it is critical. You may find it difficult to confront your mortality, but proper estate planning...
Estate Planning | Wiseradvisor.com

By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital...
Estate Planning | Wiseradvisor.com

A common estate plan for married couples is to set up two different trusts: The first trust, commonly referred to as a credit shelter or...
Estate Planning | Wiseradvisor.com

In our last article, we set the stage by discussing how philanthropy can be used to build a family's wealth. Unless you read it, you might...
Estate Planning | Wiseradvisor.com

If I could show some of you a way to save significantly on taxes and build tremendous wealth in your family, would that be of interest to...
Estate Planning | Wiseradvisor.com

Many people believe they don't need a will. But if you think you're 'already covered' without writing up a specific will for your estate,...
Estate Planning | Wiseradvisor.com

What, you might ask, is a piece on estate planning doing on an investment related web site? As most of my regular readers well know, while...
Estate Planning | Wiseradvisor.com

This is the second article of a short series on basic estate planning tools and considerations. In the prior article, simple wills and...
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