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Do We Need Estate Planning?

Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to leave and people to leave them to.

Posted on: February 8, 2021

It Is Important to have a Digital Estate Plan

What happens to all your digital accounts, services and property after you die? The official name for all these is a Digital Estate Plan. With the lines increasingly blurred between our on-and off-line lives, it's more important than ever to have a plan for your digital holdings.

Posted on: February 3, 2021

Can an Executor be Replaced?

Drafting a last will and testament can help to ensure that your assets are distributed according to your wishes after you pass away. You can also use your will to name a legal guardian for minor children or choose an executor for your estate.

Posted on: January 28, 2021

What Estate Planning Documents Should I Have when I Retire?

Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.

Posted on: January 28, 2021

What Happens If Trust Not Funded

Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.

Posted on: January 26, 2021

What are Options for Powers of Attorney?

Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.

Posted on: January 22, 2021

Should I Add that to My Will?

A last will and testament is the foundation of an estate plan, which lets you plan for your estate after you’re gone. However, there are certain things that you might not want to put in your will.

Posted on: January 18, 2021

What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…

Posted on: January 15, 2021

Estate Planning Is Best When Personalized

When something is tailored to one’s needs, everything can go smoother.

Posted on: January 14, 2021

Will I Get A Bill as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

Posted on: January 7, 2021