What to Bring to Your Initial Estate Planning Meeting
The prospect of putting together your estate plan can seem overwhelming, particularly if it is your first time doing so. There will be terminology to understand and information to gather, ...
What is Trust Administration?
Trusts are valuable estate planning tools for a number of reasons. Most especially, a trust can allow you to circumvent the need for probate, either in whole or in part. ...
Choosing the Right Financial Agent for Your Durable Power of Attorney
As you estate plan, it is also important to plan for incapacity. Incapacity planning is a far too overlooked, but critically important part of estate planning. After all, whether you ...
Planning for Your Children to Inherit Your Home
With a home most often being a person’s most substantial asset, it only makes sense that they would want to leave it to their children. There are actually a number ...
Planning for Assets of Sentimental Value
Much, though not all, of estate planning, involves determining how you wish for your assets to be distributed upon passing away. While many people first think of assets with large ...
In this time of uncertainty take a few steps to be prepared
Our current days are filled with much uncertainty and unique challenges. There are many things happening that are out of our control. One way to gain a measure of control ...
Why Is Incapacity Planning Important?
Estate planning is not only about having a plan that deals with the distribution of your property and assets after your death, but it is also about having an arrangement ...
Should I Establish a Trust for a Pet?
Although legally pets are considered property, people often think of them as so much more- they are best friends, adored companions and even beloved family members. When away from their ...
Business Succession Plan
When you have an establish business, one that you have poured so much of yourself into to build up and be successful, you want to protect the future of that ...
7 Must-Have Estate-Planning Documents
Are you avoiding estate planning because you don’t know where to start? Have you put off drafting a will, health care directive, power of attorney, or trust agreement because you ...