Learning Center
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Estate Planning Basics
Retirement Pitfalls to Avoid
In nearly every way you could make a mistake — for example, saving too late — you can also make up ground by availing yourself of all resources at your ...
April 1, 2015
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Estate Planning Basics
Multiple Advantages of Charitable Giving
Lifetime gifts may carry considerable advantages over charitable bequests, according to Atlantic Trust, the U.S. private wealth management division of CIBC ...
March 30, 2015
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Estate Planning Basics
Estate Planning in a Virtual World
Roos said it’s important that people plan ahead and put “someone in charge of these digital assets and giving the family the opportunity to take over accounts ...
March 26, 2015
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Estate Planning Basics
Planning for Minor Children
Although it is a difficult subject to face, you have options when it comes to protecting your estate and your family. The steps you take now can help prevent ...
March 18, 2015
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Estate Planning Basics
New to Estate Planning? Easy guidance for beginners!
Whether you want to provide for your family after your death or you just want to ensure that the process is as easy as possible for your family, estate ...
March 16, 2015
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Estate Planning Basics
Do I Really Need Estate Planning? YES! Stop Avoiding This Important Part of Life
Have you thought about dying lately? Most of us don’t. Make sure you do some estate planning today before things get complicated.
March 13, 2015
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Estate Planning Basics
Divorced? Time to Update Your Estate Plan and Beneficiaries
Failure to do so — or to alert all relevant parties to the changes — could result in certain assets and benefits unintentionally going to your former spouse or ...
March 3, 2015
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Estate Planning Basics
Life Changes. Is is time for an Estate Plan check-up?
Once the basic documents are in place, they should be revisited periodically. If there is a major change in your circumstances- good or bad, your attorney ...
February 27, 2015
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Estate Planning Basics
Financial and Estate Planning for Mom and Dad – Start the Conversation
While not all encompassing, these guides serve as a starting point to help your parents. There are many family dynamics at play when these types of planning ...
February 24, 2015
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Estate Planning Basics
Seniors, Finances and Medicaid Planning: What You Need to Know
Seniors need to have a plan in place for long-term care, should they need care assistance in the future. A recent article in The Victoria (TX) Advocate titled ...
February 23, 2015
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