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Research
the Archives
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January 2009
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February 2009
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March 2009
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April 2009
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May 2009
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June 2009
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July 2009
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August 2009
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Unique Estate and Financial
Challenges for Women
Women face unique Life and Estate Planning Issues, and yet too often their own needs are overlooked. They are too busy taking care of everyone else -- their families, their careers,
parents, social causes.
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Daughter Syndrome
On page three we examine the Daughter Syndrome. After a woman rears her children and cares for her parents, in-laws and husband … who is there for her? These days it is prudent to
have a plan to care for the caregiver, given our mobile society.
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September 2009
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Estate Planning Challenges for
Blended Families
Is your family a blended family? If so, then you
face unique inheritance challenges, to include disinheriting your
ex-spouse, providing for your new spouse and your own children, and
protecting their inheritance.
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Estate Equalization
Equalizing an estate among members of blended
families is particularly challenging. Among the issues to be considered
when doing estate equalization planning are how to avoid disinheriting
your new spouse while still providing for any children from a prior
marriage. Insurance premiums and legal fees are cheap compared to the
costs of disinheritance.
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October 2009
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Admirable Estate Administration
Have you appointed trusted family members,
friends or professionals to serve as the fiduciaries of your estate plan
upon your death? If so, our lead article is a must-read as we review some
of the responsibilities (and liabilities) they will face.
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Treasure Hunt: Asset Inventory
Every youngster, at one time or another, dreams
of going on a treasure hunt. However, the fiduciaries of your estate will
not find inventorying your assets to be nearly as exciting. In this
article we provide tips for making the job easier (and less expensive) for
your trusted fiduciaries.
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November 2009
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Seasonal Solutions: The Stages of
Life & Estate Planning
To everything there is a season. So it is with your Life &
Estate Plan. This article uses a Seasons of Life theme to
illustrate how your Life & Estate Plan may change with your
personal and financial circumstances over your lifetime.
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The Three P's of Proper Estate
Planning
Here we review the process of organizing your legal affairs as
they pertains to your estate planning documents. As you will
see, it is simply a matter of identifying your Three P’s and
properly implementing your estate plans.
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December 2009
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Procrastination & Estate Planning
Why doesn’t everyone have their final affairs in
order, especially in light of the likelihood of incapacity and the
certainty of death? This article takes aim at the chief culprit:
procrastination.
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Finding Fiduciaries
In this article we consider the critical process of selecting
and appointing appropriate fiduciaries to handle your financial
affairs when you cannot. In fact, this is one of the first (and
most important) planning decisions you must make.
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Contact
Us: kyle@kekpa.com
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