For many people, creating an estate plan falls into the category of important but not urgent. As a result, it gets postponed indefinitely. If you find yourself in this situation, understanding the reasons behind this procrastination can help you recognize and overcome the barriers that are preventing you from taking the first steps toward creating
estate plan
Jul 9, 2025
Stop procrastinating and get to work on your estate plan
- By Joan Ellenbogen
- Estate
- 0 Comments
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Jun 28, 2023
You’ve received a sizable inheritance: Now what?
- By Joan Ellenbogen
- Estate, Financial Planning
- 0 Comments
If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan ensures that you’ll comfortably reach all your goals, it’s a good idea to have a plan of action for managing your newfound wealth. Take
Nov 5, 2019
Who needs an estate plan? You do!
- By Ellenbogen
- Estate
- 0 Comments
Estate planning is often associated with the division of your assets, and this is certainly a key component. It’s typically accomplished, for the most part, by drafting a will, which is the foundation of an estate plan. With a valid will, you determine who gets what. It can cover everything from the securities in your