Estate planning can involve many different steps depending on a person's needs and family circumstances. Those with big families, specific plans for their personal legacies or highly valuable assets often have to engage in more than just basic estate planning. They...
Estate Planning
Why “now” is the optimal time to address estate planning
“I’ll take care of that later.” We’ve all heard or declared that intention in some context, right? Maybe it relates to assembling all relevant documents for the annual tax-filing season. Perhaps it’s a repeated vow to get to promised chores at home. Or it could be a...
Some reasons to change the executor of your will
An executor is a critical component of a will and estate plan. This person – typically willing, trustworthy and financially savvy – has a great responsibility in a thankless job distributing the estate’s assets, working with attorneys and heirs, resolving disputes and...
Don’t believe these 4 estate planning myths
Estate planning should be a practical exercise for taking the assets you have, protecting them while you are alive and distributing them to the people and organizations you want to support after you die. However, a recent Caring.com survey shows only four out of every...
4 common myths about estate planning
Many people take the time to carefully plan countless events in their lives. They will obsess over a road-trip itinerary, create numerous lists leading up to throwing a birthday party or develop extensive plans for what items to purchase at what stores during...
Do I need a living will?
Estate planning is not something everyone wants to think about, especially when it comes to dealing with difficult subjects like catastrophic injuries or death. When most people think about estate planning, they only consider wills and trusts, but creating a living...
Is a living trust right for you?
When you pass away, you want to make sure your inheritance goes to your family quickly and easily. But if you rely on a will to pass along your assets, your family will have to wait for a probate court’s ruling. Probate court can take time, and during the process, the...
With a strong will, you can care for your family for years to come
You want to take care of your family when you’re gone, but your estate might not be much help if you don’t outline your wishes. Directing your assets could be the most critical step in making sure you continue looking after your loved ones. If you’re lacking a will,...
