The Importance of Estate Planning

The Importance of Estate Planning

No one likes thinking about death, but sooner or later, we all need to make plans for the inevitable. Some people assume that their possessions will automatically transfer to their spouse or other family members if they die. Unfortunately, this is not always the case. Estate planning offers some con...

Read more
5 Things You Can’t or Shouldn’t Put in Your Will

5 Things You Can’t or Shouldn’t Put in Your Will

If you add up the value of everything you own and subtract the value of everything you owe, that’s called your net worth. When you die, it’s called your estate. While you’re still alive, you have the opportunity to designate how to divide your estate among your family and friends w...

Read more
Encourage Family to Plan

Encourage Family to Plan

When planning your estate, ask loved ones if they have taken proactive steps to begin their strategy. Regardless of age, health condition or the number of assets, adults should have a plan in place to protect their family members after a death.  It can be a challenging subject to approach, but devel...

Read more
Understanding Pre-Planning

Understanding Pre-Planning

Before you can become familiar with estate planning, it’s imperative to understand the concept of an estate. Consider everything you own, including your car, home, bank accounts, and even personal possessions. Your estate consists of everything that is legally yours.  When you’re gone, it is in your...

Read more
Why Consider Life Insurance?

Why Consider Life Insurance?

Life insurance is an important policy to have when pre-planning your estate. Chances are, you will have remaining debts and taxes to be paid after death. A qualified policy can help alleviate the financial strain of an emotional family that will already be suffering your loss. If you’re still on the...

Read more
A Living Trust or Will?

A Living Trust or Will?

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...

Read more
Review Your Plan Regularly

Review Your Plan Regularly

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...

Read more
Pre-Planning with Disabled Children

Pre-Planning with Disabled Children

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...

Read more
Creating Advance Directives

Creating Advance Directives

You’ve heard advance directives mentioned on TV medical dramas or on the news. But what are they and how should you use them?  Advance directives are legally binding agreements that determine end-of-life processes and include living wills and medical powers of attorney. It is important to note that ...

Read more
Plan Your Estate Carefully

Plan Your Estate Carefully

Developing an estate plan can be the most important aspect of your end-of-life planning process. A solid estate plan can help eliminate the chance for family fights when it comes to dispersing your property, money, and possessions. You’ll need to consider many things when creating an estate pl...

Read more