When estate pre-planning, most Americans are familiar with the importance of having a last will and testament. Did you know that without naming a revocable living trust, your family may experience the dreaded-probate process? According to the American Association of Retired Persons, probate is the l...
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You might think your job ends once you prepare a solid plan for your estate. General reviews are as crucial as updating your plan when major life events occur. Don’t forget to periodically review your legal documentation to reflect these happenings. A General Review Even if you don’t experience a li...
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When developing your estate plan, it is important to include your loved ones, especially if they will be beneficiaries or trustees. Discussing this sensitive subject can reveal your family’s level of comfortability when left in charge of your assets. Many people are hesitant to begin the conversatio...
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A solid estate plan is necessary for everyone, but parents with disabled children should consider it even more crucial. Do you have a plan in place regarding how your child will be cared for? Without proper planning, a child who is unable to live independently may be at serious risk for injury or le...
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The loss of a loved one can cripple the lives of family members, friends, and acquaintances. It is an experience that can cause great ranges in emotions and may even leave you feeling alone and without anyone to talk to. We all need sources of strength in times of great adversity, and that’s exactl...
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