No one enjoys talking about their end of life plans. Unfortunately, it is one of those things everyone dreads but needs to do anyway. After all, discussing your estate plan with your loved ones is vital to ensuring they understand your needs, wants and logic. But how...
Helping You Through Times of Change
Month: January 2021
Estate Planning: What Do I Need?
There’s no way to stress the true importance of estate planning for people of all wealth levels. Estate plans protect our wishes regarding the dispensation of assets, name the beneficiaries for important accounts and policies, express our desires for medical care,...
Is it time to update your estate plan?
After creating an estate plan, you must maintain its upkeep. This is a crucial step that not everyone knows about. But your life constantly changes, and your estate plan must reflect your most current circumstances. But what are the rules regarding estate plan...
4 tips to help you choose the perfect personal representative
When it is time to prepare your will, selecting a trustworthy personal representative is an essential and very important task. This person will take on the responsibility of winding up your affairs after your death. Here are four tips to help you make the perfect...
Should I put my child’s name on my deed?
Figuring out what to do with property can be one of the stickiest aspects of estate planning. Property often gets stuck in probate for years, which is why comprehensive planning before the fact is paramount. In their quest to avoid probate, some estate planners...