Oct 1, 2018 | Family Life, Legacy & Estate Planning
If you wait too long to set up a plan to help manage your aging parents’ finances, you might encounter unnecessary problems down the line. Talking about money can be uncomfortable, especially when you are having the conversation with loved ones or family...
Aug 29, 2018 | Legacy & Estate Planning
How do you decide who should be your child’s guardian? As a parent, you likely find yourself quietly admiring your child’s latest triumph—riding a two-wheeler without training wheels, mastering tennis, crushing the spelling bee, the list is long. But do you spend...
Aug 23, 2018 | Legacy & Estate Planning
Estate planning is a complex process, and we always recommend that people consult a professional estate planning attorney for help with their specific situation. However, to get you started on thinking about what you might need to include in your estate plan, here are...
Aug 16, 2018 | Legacy & Estate Planning
Failure to plan could mean some of your digital assets will be lost. Have you considered how much of your life is stored in digital accounts? Depending on your age, it’s possible that nearly every memory you have is electronic. For example, it’s not unusual for people...
Aug 13, 2018 | Legacy & Estate Planning
August is National Make-a-Will Month. To honor this pillar of estate planning, Personal Capital will be releasing a series of articles to help you navigate the basics of creating a will. To read our National Make-a-Will Month primer from 2017, click here. Making a...
Aug 6, 2018 | Legacy & Estate Planning
When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or assets....
Aug 6, 2018 | Legacy & Estate Planning
When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or assets....
Apr 18, 2018 | Legacy & Estate Planning
Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure they are taken care of when you are gone. Now imagine that your family, unfortunately, is irresponsible with your assets and within...
Apr 3, 2018 | Taxes & Insurance
The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here are some of these changes and how they might impact you and your family....
