Creating an estate plan is an essential step to ensuring someone’s assets will be handled according to their wishes. However, while setting out to create an estate plan is a good...
Avoid these 3 estate planning mistakes
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Category: Estate Planning and Administration
Major Upcoming Changes for IRAs
The most comprehensive changes to private retirement plans in more than a decade are gaining momentum in Congress (2019).
Should I write my own will?
Even a relatively simple estate plan will need to be structured in a certain way to ensure it is legally binding, which is why there is no substitute for consulting legal counsel.
How will probate effect my estate?
The process of settling a person's will after their death is called probate. Probate is usually handled in court and can be complicated, time consuming and expensive....
A well-rounded estate plan can include some basic documents
We can explain the necessity of each of the different documents (Will, Living Will, and Power of Attorney) and how each may benefit your heirs.
How can you include charitable giving in your estate plan?
Many people feel a great sense of satisfaction in charitable giving. After all, many people have causes they feel passionately about and want to support. One way that people can...
The importance of updating a will throughout your life
Many people choose to wait until after major life milestones pass to formulate an original will, but single people can also benefit from prompt estate planning. Creating this first iteration makes it that much easier to update a will as those milestones come to pass.