Congratulations on taking the important step of setting up your estate plan. An estate plan is a vital planning tool and it should allow you to rest easy. However, having the estate plan is just the first step. In order to make your estate plan as useful and robust as...
Please enjoy this great guest post from my good friend, Russ Ford. Russ owns and operates Wayfinder Financial in Indianapolis. Wayfinder is a different kind of financial advisory firm with a different kind of fee structure. Forget suit and tie, in and out,...
What does Ruth Bader Ginsburg have to do with estate planning? Well, a lot as it turns out! Her ground-breaking work through the ACLU’s Women’s Rights Project made it possible for women to serve as personal representatives of estates. RGB represented Sally Reed in the...
You already did the hard work and got your estate planning documents in place. Excellent! Now you have to decide where to keep the documents so they are actually useful if you need them. Perhaps you received your documents via without ever getting paper records and...
This post is part 3 in our series about a 2020 Caring.com survey, which found that two-thirds of Americans do not have an estate plan. When asked why, 30% of respondents stated that they did not have an estate plan because they didn’t have “enough assets to leave...
According to a 2020 Caring.com survey, almost two-thirds of Americans do not have an estate plan. When asked why, most respondents stated that they simply had not gotten around to creating a plan. This is reasonable. The process can be uncomfortable and arduous. Plus,...
