12 Months of Estate Planning: A Plan to Get Your Estate Plan Set up in 2020
Estate planning can be one of the most important things you do for your family’s future, but it can also be overwhelming. Between heavy subjects…
your estate
Disinheriting a Child and Other Considerations of a Last Will and Testament
Leaving your children out of your will is not a decision that is taken lightly. But sometimes there are considerations that you need to make…
The Importance of Power of Attorney During Estate Planning
Your estate planning has many different parts that all need to move in the same direction in order to be successful. A vital part of this…
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…
Revocable vs Irrevocable Trusts: What You Need to Know
As you move into the latter stages of life, you want to know where your resources will end up when you pass away. Setting up…
It has Been Awhile: The Top Signs It Is Time to Update Your Estate Plan
Are you thinking about updating your will? Have you had some big lifestyle changes that may affect your future finances? Have you always had a…
Five Signs it is Time to Update Your Estate Plan
It is estimated that 58 percent of the baby boomer generation (those between the ages of 53 and 71) have an estate plan in place. However,…
Three Reasons 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…
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…
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…