Checklist: Six Must Have Items in Any Estate Plan
Setting up a fully comprehensive estate plan means covering all the bases so that when you need the plan to work for you, it works the way you envisioned it would. However, that also means planning for contingencies and getting things in order today, so that tomorrow your family or caretakers aren’t scrambling to figure…
6 Reasons to Establish a Trust as Part of Your Estate Plan
Estate planning should be considered one of the most essential parts of your financial plan. Setting up an estate plan simplifies the transition of your assets to the people you wish them to go to, and in the way you want them to be disbursed. There are several aspects of an estate plan, though, and…
Wills & Living Trusts – Which is Better?
Most people won’t be able to describe the difference between a Will and a Trust. Both are potentially beneficial planning devices and serve distinctly helpful purposes for an estate. And both Wills and Trusts are common approaches to end of life planning. So what is the difference? Which is better for you when thinking about…
5 Reasons to Create a Will Today
One of the best things you can do to protect those you love and the assets you will leave behind in the event you pass away is to create a will today. Most people tend to avoid discussing what will happen to their wealth and estate should the worst occur, and we agree, it’s…
Is a Military Will Enough Protection for my Family?
One of the benefits of serving in the United States Military is that you have access to free legal help for things like: Powers of Attorney, Wills & Living Wills, Family care & Family Estate Plan, Survivor benefits, Estate taxes, Probate. However, there are some very important limitations to these supports that you should be…