The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen to their property. The use of what we now know as a will dates back even further, to ancient Romans, who, under the Code of Justinian, recognized documents that transferred […]
Continue reading…The Wealth Advisor
Debunking Common Misconceptions About Wills
The majority of Americans do not have a will, and the number of US households with a will has been in steady decline.1 At the outset, it is important to dispel a recurring myth about estate planning: It is not just for the wealthy—or older adults, married couples, or any other single category of individual. […]
Continue reading…Are You Ready to Celebrate National Make-a-Will Month? Empower Yourself with Peace of Mind This Month
Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Like many Americans, you may wait for a major life event to occur before putting […]
Continue reading…From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan
You may have spent decades building up your sports memorabilia collection. Maybe you have some rare cards and autographed pictures that have steadily gained value over the years, and now they are worth a significant amount of money. You go to great lengths to keep these items in mint condition. But are you protecting them […]
Continue reading…Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property
A vacation property can be one of the most valuable things you can pass down to your loved ones, from both a sentimental and financial standpoint. However, mixing money and family can be tricky. Without a well-thought-out strategy for the ownership transition, hard feelings and disputes could arise, and the vacation home could be used […]
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