Do you really need a trust? Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the […]
Read More »Do you really need a will?
You May Not Think You Need a Will, But You Really Do. Most Americans do not have a simple will as part of their estate plan. You might believe that […]
Read More »The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, […]
Read More »How You Can Build an Estate Plan that Includes Asset Protection
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity […]
Read More »Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits […]
Read More »5 Reasons to Embrace the Emotional Nature of Estate Planning
5 Reasons to Embrace the Emotional Nature of Estate Planning When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some […]
Read More »How to Choose a Trustee
How to Choose a Trustee When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – […]
Read More »Why Factoring Long-Term Care Into Your Estate Plan Pays Off
Why Factoring Long-Term Care Into Your Estate Plan Pays Off For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. […]
Read More »3 Ways to Minimize Estate Planning Fees
Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning laws vary greatly from state […]
Read More »How to Avoid High Octane Stress and Organize Information for Your Family
How to Avoid High Octane Stress and Organize Information for Your Family Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would […]
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