Did you know that even if you put a completely solid estate plan in place, it can end up proving worthless if it’s not properly updated? Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who...
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it...
Part of estate planning involves deciding how much you want to give away while you’re alive. Many people get a lot of joy from seeing their loved ones receive cash gifts. In some sense, that’s infinitely more gratifying than letting the gifts occur after your death. ...
If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”. What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets...
If you have not revisited your estate plan this year, ask yourself these 6 questions: 1. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? 2. Are your assets being tracked so that if anything happens to you, your family...
Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond – and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is...
