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Estate Planning

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Have you prepared an advance health care directive?

An advance health care directive allows you to communicate your preferences, in advance, for medical care in the event you become incapacitated. Often part of

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5 questions single parents should ask about their estate plans

In many respects, estate planning for single parents is similar to that of families with two parents. Parents want to provide for their children’s care

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If your estate includes IP, consider these planning strategies

Over your lifetime, you’ve likely accumulated various tangible assets. These may include automobiles, personal property or art. It’s relatively easy to account for such assets

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There’s no time like the present to have your will drafted

When a person considers an “estate plan,” he or she typically thinks of a will. And there’s a good reason: A well-crafted, up-to-date will is

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Should a married couple use a joint trust or separate trusts?

There are many benefits of including a revocable trust in your estate plan. This trust type allows you to minimize probate expenses, keep your financial

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Ensure you’re properly documenting your charitable donations

If you’re charitably inclined and itemize deductions, you may be entitled to deduct charitable donations. The key word is “may” because there are requirements you

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Understand your spouse’s inheritance rights before getting remarried

One of the golden rules of estate planning is to revisit your plan after a significant life event. Such an event may be getting married,

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Taking the long view of long-term care insurance

The U.S. Department of Health and Human Services reports that roughly 70% of Americans age 65 or over will require some form of long-term care

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Business owner? A buy-sell agreement should be part of your estate plan

If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement should be a component of your estate plan.

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