A last will and testament can ensure your wishes are respected when you die, but if your will isn’t legally valid, those wishes might not actually be carried out. Instead, the laws of “intestate succession” would apply, meaning that the […]
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A […]
Your estate plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and the law. No matter who you are, your life will inevitably change. Families change, laws change, assets change, and goals […]
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with […]
A study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips on […]
If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over […]
Taking steps to avoid probate are critical to ensure that your estate and assets pass to the right people in the right way. Don’t allow attorneys and courts to determine the outcome of your estate and family! Watch below to […]
If you do not plan for your death, your family will get stuck in Court and could end up in conflict as well
Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated than what your family will deal with after you are gone, if you don’t.
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails. Most parents name a child as an executor, but seldom do children then […]
