Focused And Personalized Attention Concerning Your Estate Planning Needs
For most people, a pet is a valued family member. One thing that you need to remember is that your pets can’t take care of themselves. If something happens to you, it’s imperative that you have plans for them. Pets whose owners didn’t plan for their care often end up...
The purpose of your estate plan is to prepare for the expected (i.e., your passing). However, it has another use – planning for the unexpected. One unexpected situation some people face in life is becoming incapacitated. Incapacity planning may be something you...
Young people generally don’t spend too much time thinking about what will happen in the event they become incapacitated. After all, they have their whole life in front of them. Unfortunately, life doesn’t always go according to plan and accidents or illness can catch...
Most people feel honored to learn they have been selected as a candidate to handle estate administration for a friend or family member. At the same time, however, few people understand the depth of commitment involved in administering someone's estate. You have...
A will, trusts and power of attorney designations are all things that you might think about when you’re discussing an estate plan. There’s another document that you need to ensure you have taken care of right now. This is the letter of instruction. While the letter...
The birth of a child comes with enormous responsibilities for the parents. After all, you have a new life to take care of. And while the adjustments you need to make following the birth of your child are numerous, there is one key item that you must never overlook:...
A trust is an important estate planning tool. And you do not need to be super rich and famous to have one. On a basic level, a trust is a legal arrangement that allows you (the Settlor) to transfer the legal control of specific assets to another person or entity...
Divorce is one of those significant life events where you need to update your estate plan. You should revise it every year or so anyway. But births and deaths, marriages and divorce may require more significant changes. Here are four things to consider: Powers of...
A comprehensive estate plan might include multiple different documents, each of which can protect you in different ways. A will allows you to name a guardian for your children and to designate beneficiaries for your property after you die. This is the most basic...
Serving as a trustee can be a thankless job. Even if the trust compensates you for your time, you will likely put in a lot of work that you don't charge for, to say nothing of the stress you endure in your personal time or the impact your responsibilities may have on...