Honesty | Loyalty | Integrity
You’re ready to start making your will and getting your estate plans in order -- but where do you even start? It’s one thing to gather up a list of all your assets and accounts. It’s quite another to try to figure out what should be done with them after you are gone....
Most people reach a point when they realize it is time to make a plan that will protect their loved ones and their property after they are gone. Sometimes this realization comes relatively early such as when they get married or have a child. Other times, the...
You’re only in your late 20s, so the suggestion that you need an estate plan seems premature. It’s important for you to remember that no one knows when they will be hurt or killed. Estate plans are about more than just taking care of your assets or setting plans for...
The term “last will and testament” is meant to reflect that the documents with someone's wishes regarding the disposition of their assets could very well be the final legacy that they leave. Therefore, it's important that the terms of their will and any other estate...
While drafting your estate plan, you will want to consider who will handle your affairs if you become incapacitated. You may enjoy good health right now. But it’s crucial to plan for any potential conditions that could arise as you age. As a precaution, you will want...
You love your pet. In fact, you’ve taken your dog to many different dog shows and events. It has won awards, and you’re proud that you’ve been able to take care of it so well. You have an estate plan in place now, but you haven’t yet added your pet to it. You trust...
Legal terms can be difficult to understand. If someone you love has just died, your head may be filled to breaking point. There are funeral arrangements to make, long-lost relatives and friends to contact, bills to pay and other family members to comfort. You need to...
As you do your estate planning, are you really just trying to create a plan that will keep the peace? Maybe you have heard stories of people whose relationships have ended because of estate disputes. Maybe you know siblings who went through such a dispute and now,...
You know that wills and trusts are both valuable estate planning tools, but once is the difference? Do you need them both? Probably. A will is a blueprint of what you want to happen after your death. If you have minor children, the will is where you will name their...
No matter how old you are, accidents can happen. Unexpected illnesses can set in. That’s why everyone – from young adults to senior citizens – needs an estate plan. Don’t know where to start? Here are the four things you need to assist your family – and to give you...