Have you found yourself suddenly single? Whether you’ve recently lost your spouse or your marriage has ended in divorce – you’ve found yourself suddenly single. It may be a strange feeling to not have a partner by your side anymore… But, this status change isn’t just a new label –Continue Reading
Charitable Giving – Giving back through your Estate Plan Strategies for Charitable Giving in your Estate Plan There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly incomeContinue Reading
Planning for the unexpected is exactly what estate planning is about… read more…Continue Reading
On Wednesdays, we update our estate plans: A mean girls guide to estate planning!Continue Reading
NEW! Try Our Online Estate Plan Self-Audit Review Tool Use our ONLINE Estate Plan Self-Audit Review Tool to check up on your Estate Plan & determine if it might be time to talk to your attorney about an update! What Life Circumstances Affect Your Estate Plan’s Status? There are someContinue Reading
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Estate Planning Misconception #3: “A Will Avoids Probate” Many people believe that, once they have created a Last Will, whether drafted by an experienced attorney, or by using a do-it-yourself solution or an online platform (which, by the way, we don’t recommend), they have avoided probate… unfortunately, they are wrong. Continue Reading
Estate Planning Misconception # 2: I Don’t Need to Plan Because My Spouse Will Get Everything For many married couples, jointly owning property and bank accounts is common. If a couple owns accounts or property jointly or as “tenants by the entirety,” if one spouse dies, the surviving spouse automaticallyContinue Reading
Many people believe that they don’t need an estate plan because they aren’t “wealthy,” however, that couldn’t be further from the truth! If you’re over 18, you need an estate plan! An estate plan isn’t just a Will – an estate plan includes the very important Power of Attorney and Healthcare Directives, of which, at minimum, every person over age 18 needs!Continue Reading
Estate Plan Review Request Estate plans should be regularly reviewed and updated as life changes. If you’re ready for a review, just let us know! Note: If you are enrolled in our Estate Planning Legacy program, you are provided with one (1) annual review at no charge. Why doContinue Reading
Common Assets in Estate Planning Discover what assets are involved in estate planning The types of accounts and property you own play a large part in the estate planning process. Figuring out what property and assets should be included in your estate planning can be a daunting thought. Use thisContinue Reading
Trust Funding: Setting Your Trustee Up for Success What is Trust Funding? Trust funding is the process of transferring the ownership of accounts and property to the trust during your lifetime, or designating the trust as a beneficiary of an account or piece of property so that the trust willContinue Reading
