by SDP Team | Feb 11, 2020 | Estate Planning
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money. After you die, your will...
by SDP Team | Dec 6, 2019 | Estate Planning
3 Lies People Tell Themselves About Estate Planning People tend to avoid estate planning like it’s the plague, but no financial plan can be complete without one. Sure, thinking about your own demise doesn’t rate high on the “fun scale,” but not everything in life...
by SDP Team | Dec 6, 2019 | Estate Planning
Will You Avoid These Estate Planning Mistakes? Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially...
by SDP Team | Feb 1, 2019 | Estate Planning
The steps you may need to take to fulfill a major responsibility.If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these...
by SDP Team | Nov 5, 2018 | Estate Planning
This article is reprinted by permission from NerdWallet.Creating an estate plan is a gift to the people you leave behind. By expressing your wishes, you’re trying to guide your loved ones at a difficult, emotional time.All too often, though, well-meaning people do...
by SDP Team | Sep 4, 2018 | Estate Planning
The soul legend had four sons and assets of about $80 million Aretha Franklin, the Queen of Soul, left behind four sons, but no will, when she died from pancreatic cancer earlier this month. As a result, assets of the 76-year-old, well known for her strong voice and...