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4 min read

How to Speak About Finances So Your Parents Will Listen

By Carefull on 9/1/23 10:00 AM

Watching the news unfold in this era of COVID-19, many of us are experiencing varying levels of anxiety and stress – especially if you have family members who are at high risk for complications.

Topics: Retirement Planning Financial Planning Planning in Advance Estate Planning
2 min read

No Heirs? Why You Still Need to Have an Estate Plan

By EveryIncome on 2/25/22 2:00 PM

Having no heirs doesn’t absolve you from the need for proper estate planning.

The most avoidable problem is what happens to your wealth if you die without making a will (or dying intestate). When this happens, the state court system decides how to handle your money and belongings.

Therefore, whether you have no heirs or a hundred, the most important element of estate planning remains unchanged: Make a plan. Even a flawed plan is better than none, so consider tackling this task as soon as possible.

Topics: Financial Planning Estate Planning Financial Literacy Financial Security
2 min read

Hiring an Estate-Planning Attorney? Look for These 5 Qualities

By EveryIncome on 1/28/22 9:00 AM

Planning your estate can easily feel overwhelming at times. Choosing the right attorney to help you can make a world of difference in easing your stress as you plan ahead.

Topics: Financial Planning Estate Planning
2 min read

Keep Money in Your Family Through Estate Tax Planning

By EveryIncome on 12/1/21 8:30 AM

Your family is your heart and soul, so you want to make sure they’re taken care of after you’re gone. There are many ways to do this, and estate tax planning early on is critical in making sure your beloved family members enjoy continued financial security.

Whether you’re single, married, or living in a domestic partnership, estate tax planning should be at the top of your to-do list when organizing your financial matters as you age.

By following these steps, you can rest assured that your money stays where it belongs — with your family.

Topics: Financial Planning Estate Planning Financial Literacy