by Agili Blog | Mar 31, 2017 | Estate Planning
Written By: Jen Pieson We talk about beneficiary designations a lot, but that’s because it’s so important. Verifying your beneficiary designations takes only a few minutes, and can avoid real problems down the line. What kinds of accounts have beneficiaries?...
by Agili Blog | Sep 30, 2015 | Estate Planning, News
Written By: Lisa Strohm Supreme Court Ruling On June 26th of this year, in Obergefell v. Hodges, the Supreme Court historically ruled that the Constitution guarantees the right to same-sex marriage. This important ruling translates into significant financial, estate...
by Agili Blog | Aug 23, 2013 | Estate Planning, Money and Kids
Prenuptial Agreements have a negative connotation that makes them difficult to discuss, even in the most appropriate circumstances. As soon as the word ‘prenup’ comes up, a person is likely to feel defensive or unhappy. No one preparing for marriage wants to think...
by Agili Blog | Jul 18, 2013 | Estate Planning, Money and Kids, Retirement Planning
Written By: Tom Gates My Dad is facing a dilemma of how to plan for his collections when he can no longer appreciate them. It is an eclectic set of collections: porcelain military figures of the Napoleonic era, 19th century piggy banks, and early 20th century...
by Agili Blog | Jun 19, 2013 | Estate Planning
Written By: Sarah Caine A few months ago, I wrote a blog entry called, “Difficult Discussions”. It focused on the importance of talking to your family about estate planning issues – both yours and theirs – in order to be better prepared in the...
by Agili Blog | Oct 23, 2012 | Estate Planning
Written by: Sarah Caine Are there some topics that you avoid talking about…with anyone? Even close family members? Maybe even especially with close family members? If you’re like most people, there are. Some of the most difficult things to talk about are the...
