your estate planning

What is Permanent Guardianship & Why Does It Matter?

What is Permanent Guardianship & Why Does It Matter?

The importance of selecting a viable guardian early in a child’s life cannot be understated. In the event a parent passes prematurely or becomes unable to deliver the caregiving needs of a minor child, having a responsible and loving family member or trusted friend ready may prove invaluable. Without someone who has the force of…

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What to Know During the Guardianship Nomination Process

What to Know During the Guardianship Nomination Process

If something happened to you and you were unable to take care of yourself or your children, who would step in? Ideally, it would be someone you chose. Nominating a guardian before something happens allows you to do just that. What Is a Guardian? Think back to school forms asking for a parent or legal…

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Maximizing Tax Umbrellas for Estates

You have made it your life’s work to leave your family with substantial assets to provide for them after you are gone. Legacy is extremely difficult to build, but the estate tax law in the United States does not seem to take this into consideration. Estate tax can rip as much as 40% of your…

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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…

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How You Can and Should Educate Your Family About Your Estate Planning Forms

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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How to Help Your Family Use Your Estate Planning Forms in An Emergency

How to Help Your Family Use Your Estate Planning Forms in An Emergency

In an emergency, everything is chaotic and stressful. Family members are often distraught and unable to clearly (and quickly) think about your wishes. What will happen to your children if you and your spouse are no longer able to care for them or yourselves? How will your family know your wishes or have access to…

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A Young Family's Guide to a Rock Solid Estate Plan

A Young Family’s Guide to a Rock Solid Estate Plan

If you are under 40 years old, the chances of you have thought about, or even pursuing estate planning is pretty small. However, something brought you here, and that means you are on your way to changing the way you look at planning your future! The exploration of life planning that brought you here is…

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