Important Estate Planning Documents Your Parents Need Now
As your parents navigate their golden years and to ensure their peace of mind – and your own – make sure your parents have these 3 documents in place now.
DIY Wills & Trusts May Offer False Sense of Security
You owe it to your loved ones to have your estate planning done properly and to keep it updated over time. “DIY” Wills & Trusts may not be as good as advertised.
Protect Your Children After You’re Gone
Many parents wrongly assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets.
Don’t Send Your Kids Back to School Without These Documents
At Jacob & Greenfield, we are dedicated to securing the well-being of your children under all circumstances. As the kids go back to school, do not overlook this essential homework for parents – naming legal guardians and creating your own For The Kids Plan (TM).
Warren Buffett on Estate Planning
Warren Buffett’s advice on building and preserving wealth is timeless and valuable no matter the size of your family or your estate. By involving your heirs in your estate planning and investing in yourself, you can set yourself and your loved ones up for long-term financial success and create a legacy that spans not only through your life but through the generations that follow you.
Why “Just a Will” May Not Be Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact us tell us they do not need anything complicated for their estate – just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen…
Stephen “tWitch” Boss Dies Without a Will
Stephen “tWitch” Boss, a hip-hop dancer, choreographer, and TV producer known for his role on So You Think You Can Dance and The Ellen Show, passed away suddenly on December 13, 2022. Because Boss died without a Will or Trust, Boss’ widow and three children must navigate the court system to collect his assets. Find out why this cautionary tale is relevant to everyone, not just the rich and famous.
When Should Young Parents Start Estate Planning?
Young parents should start their estate planning right now. We have seen, too often, the consequences of not planning ahead.
4 Common Mistakes When Naming a Life Insurance Beneficiary
Investing in life insurance is a foundational part of estate planning and, when done right, it is a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you are investing to protect…
Estate Planning for Single Parents
Being a single parent is a huge responsibility, even if you do share time with a parenting partner, and especially so if you do not. Regardless, as a single parent, your children’s lives are now largely in your hands. So, what would happen to them if something happened to you?
