Tag Archives: Estate

Where there’s a Will, there’s a Plan – Estate Planning

Estate Planning for Everyone Where there’s a Will, there’s a Plan (and if there isn’t a will, there’s still a plan, but it might not be what you want) (Okay, the title is just being silly — as you’ll see below, it’s about a lot more than just a will.) First a few myths that […]

Joint Accounts – simple, effective, but not always the right way to go

Estate planning is a huge topic and many of the issues apply not just to what happens to assets after one dies, but also to how best to manage assets while one is still alive, especially in the unfortunate event that one may become incapacitated. One convenient tool is the “joint ownership” of assets, Joint […]