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Proper legacy planning could be one of the greatest gifts you give your loved ones. However, you may be delaying the process of creating an estate plan because you’re thinking, “Where do I start?” Below are key questions you should be asking about your estate plan. Have You Created Your Will? A will is often […]Continue reading
An estate plan is your opportunity to indicate how you want your property, belongings, and financial assets distributed after you die. Without a written plan, you leave these personal choices up to state law and probate courts. An estate plan is more than just a will Designates durable powers of attorney to watch over […]Continue reading
“If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know—or are learning—that’s a big responsibility.” AARP provides more detailed content and checklists for this piece. Do you have the proper documents? Will Health Care Power of Attorney Medical Durable Power of […]Continue reading
Wills and trusts are both estate-planning tools that can help ensure your assets are protected and bequeathed to your heirs. However, the transfer process becomes more involved when passing wealth to a subsequent generation. We highly recommend consulting with a legal advisor since both of these are legal documents and there are a number of state-specific requirements […]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
