Planning Pitfalls: The Most Common Estate Planning Mistakes
Most people do not like to think about their eventual demise, and they certainly don’t like asking uneasy questions about estate planning. In fact, 6 in 10 adults in the United States do not have a will or living trust. And that is a problem, considering how many people want their assets to pass on to their…
Five Estate Planning Tips to Make It Easy to Discuss with Your Spouse
Estate planning is not easy to discuss with your spouse. Chores, commitment, social media use — these are among some of the most difficult conversations couples can have. Another big sore spot on the list? Finances. We know that discussing your estate plan with your spouse is not easy. But it is better to discuss it…
Three Reasons Why Millennials Need an Estate Plan
Do you know why millennials need an estate plan? If you are younger than 45 or 50, you may not think you need to worry about estate planning. That is something you do when you start thinking about retirement, right? Those of us who are young and healthy have our whole lives ahead of us…
Top Three Advantages of a Living Trust
We cannot avoid death, but we CAN plan for it. That said, only 60% of Americans have made a will or living trust to help those they leave behind. When it is time to complete your estate planning, give strong consideration to creating a living trust. A living trust provides for distribution of your assets according to your…
5 Common Misconceptions About Planning for the Future
Planning for your death can seem morbid, but in fact, having a solid end of life plan is a smart idea. There are a lot of misconceptions surrounding end of life planning, especially when it comes to drawing up and maintaining a will. Read on to learn the truth about some common myths (or misunderstandings)…
The Importance of Insurance In Estate Planning
About 84% of Americans believe that it is important to have life insurance. But only 41% have any. That’s quite a disparity! Where do you fall in this equation? Do you have the life insurance that you need? We’re assuming here that you have already taken a big first step and are working on your estate planning….
5 Essential Estate Planning Forms You Need to Know About
Death. It is inevitable. No one likes considering their mortality but, the smartest among us prepare for it. Preparation helps the suffering of those you are leaving behind. Filing the proper estate planning forms, consolidating assets into a trust, and making sure your affairs are in order is the greatest gift you can give your…
How Planning for Being Incapacitated Will Strengthen Your Whole Family & Estate Plan
When you think about it, planning your estate is not about dying. It’s about managing and protecting your assets, and who gets to control them, while you are living. If you become incapacitated, having an incapacity plan in with your overall estate plan ensures that your best interests are clear. It also ensures your family is…
Child Custody, Divorce, Parenting Plans and How They Impact Estate Planning In WA State
Estate planning is an important step for any adult person. Estate planning not only makes sure your requests are followed after your death, but it also ensures your family members have a plan for what to do with your assets. Unfortunately, some circumstances (that may also have led to a divorce in the first place)…
How You Can and Should Educate Your Family About Your Estate Planning Forms
Having an estate plan in order is the best way to protect your family if you unexpectedly die or become disabled. Fundamentally, an estate plan is a collection of necessary forms and instructions for people to use and follow when they eventually become necessary (and they will someday). Once you have estate plan established, and…
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