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You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
If you have heirs and “things” and money, then you need a will. Having a will doesn’t guarantee the situation won’t turn sour, but it can help preserve your intentions. The question is, is going DIY good enough, or do you need to lawyer up? DIY from scratch It’s important to know that while […]Continue reading
Does your estate plan include transferring your wealth onto your family? Have you looked over potential tax implications? It’s important to understand that your beneficiaries may be in for sticker shock when they receive a tax bill along with your generous gift. If you’re looking for ways to keep your financial legacy away from Uncle […]Continue reading
To determine if an older adult can continue living at home, take a good look at all aspects of their present housing situation and how each one affects their safety and quality of life. Medication Management Do they remember to take their medications at prescribed doses and times? Have they had any hospitalizations or […]Continue reading
Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable […]Continue reading
Beneficiary designations are a powerful tool for estate planning. Adding beneficiaries to your accounts gives you the opportunity to directly distribute assets after your death and helps your family avoid the expense and stress of probate. It’s extremely important to keep the names of the person or people you would like to benefit from your […]Continue reading
As you’re making resolutions to do things better in the new year, here are three resolutions to ensure your estate plan is where it should be in 2020: Resolve to have an estate plan in place. According to a survey, 57% of U.S. adults don’t have an estate plan.1 It’s not just for the […]Continue reading
