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Update Will at These 12 Times in Your Life

It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.

Posted on: June 24, 2020

What Should I Keep in My Safety Deposit Box?

In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.

Posted on: June 23, 2020

Are You Making the Most of the SECURE and CARES Acts?

There have been several law changes that affect IRAs passed since December 2019.

Posted on: June 22, 2020

What Exactly Does an Executor Do?

Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role requires.

Posted on: June 19, 2020

What You Need to Do after a Loved One Dies

When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’

Posted on: June 17, 2020

What Should My Estate Plan Include?

Though most people who contract COVID-19 experience mild symptoms, it doesn’t hurt to be prepared if you do need to be hospitalized. It can feel scary thinking about getting sick or not being able to make decisions for yourself, but an estate plan is meant to ease your fears. After all, wouldn’t you feel better knowing that the burden of making health and financial decisions will never fall on unprepared family members?

Posted on: June 15, 2020

Can You Place a Life Insurance Policy in a Trust?

A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.

Posted on: June 12, 2020

What Happens when Mom Refuses to Create an Estate Plan?

If there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.

Posted on: June 11, 2020

Alzheimer’s, Dementia and other Brain Diseases Require Special Estate Planning Steps

Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced.

Posted on: June 10, 2020

How Does a Spendthrift Trust Protect Heirs from Themselves?

What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.

Posted on: June 9, 2020