Estate Planning

How Do Collectors Make Estate Plans?

January 20th, 2015 by Passare


What will happen to your treasures when you pass? Collectors can spend a lifetime amassing art, coins, stamps, antiques or baseball cards but often don’t know what to do with them upon death. This story from The Wall Street Journal provides tips on how to make a plan.

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Financial Advice for Baby Boomers

January 14th, 2015 by Passare


If you are looking for someone to plan your estate, there is a new kind of financial advisor who incorporates both financial planning and elder care expertise into their practices. We found an interesting story that offers details on the trend.

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Estate Planning Lessons from Public Figures

September 24th, 2014 by Passare


Celebrities can seem larger-than-life when they’re performing but they make mistakes just like the rest of us in real life. We’d like to share a few Estate Planning tips taken from deceased celebrities that could help make your End-of-Life planning a little easier.

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