AIM

Estate Planning

Guide to Estate Planning

A Quick Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or more do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These documents help guide your representatives to provide the end-of-life wishes you seek. Estate planning also reduces […]

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how to own your real estate

How to Own Your Real Estate

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Below, we take a look at the different types of real estate and offer advice about the best

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estate planning terms

Thirteen Estate Planning Terms You Need to Know!

Estate Planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do! Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you

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estate plan family

Communicating Your Estate Plans and Goals With Family

Preparing for a successful transfer of wealth to your loved ones begins with a comprehensive estate plan. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and up-to-date estate plan, your family may experience emotional or financial turmoil despite your best efforts.

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