Jun 213 minEstate PlanningWhat is a pour-over will?If the trustor so desires (which is most likely the case!), she can have her remaining assets poured over into the trust upon death.
Jun 23 minEstate PlanningEstate Planning When Going Through Separation or DivorceToday, let us go deeper into separation and divorce, and how estate planning plays a very important role in going through these episodes.
May 164 minEstate PlanningChoosing Your Children's Guardian: The 6 Big FsYou can nominate a guardian for your children, a designation necessary in the event that you are no longer able to care for them yourself.
Apr 223 minEstate PlanningLife insurance isn't just for burial costsThis is precisely why life insurance is often thought of as an act of love. You give your family one less thing to worry about.
Aug 12, 20214 minEstate PlanningEstate Planning Myth #5: I have a will, and that's enough “I have a will, and that’s enough.” Having a will is a step toward fully preparing for the future, but it's only one step.
Aug 9, 20213 minEstate PlanningEstate Planning Myth #4: I am single and child-free, so I don’t need estate planningEstate planning for single and child-free individuals is just as important, if not more.
Jul 10, 20213 minEstate PlanningEstate Planning Myth #2: Estate Planning is Only for After I'm GoneHere is yet another very popular but also very false impression on estate planning – “Estate planning is only for after I’m gone.”
Jun 20, 20213 minEstate PlanningEstate Planning Myth #1: I Can Handle My Own Estate PlanningLet's talk about some of the most common estate planning myths and explain why they’re exactly that—myths! I can handle my own estate plan.
Jun 12, 20214 minEstate PlanningWhat is a Living Will?A living will is a document that spells out what you want (and do not want) to be done with regard to your end-of-life medical care matters.
May 15, 20213 minEstate PlanningUsing Your Estate Plan to Organize Your Online AccountsWhile they may seem like an unlikely pairing, organizing your online accounts and preparing your estate plan can actually go hand-in-hand!
May 12, 20214 minEstate PlanningPower of Attorney: What You Need to KnowThis post discusses what power of attorney is and why it's so important in the process of estate planning.
May 10, 20214 minEstate PlanningTips for Choosing Your ExecutorWe are going to zero in on just one key player for today: the executor, or particularly, the IDEAL executor.
Feb 13, 20213 minEstate PlanningSingle? Why You Still Need a PlanIf you are single, an estate plan is a necessity! Especially if you have kids. Read on for the 3 components to estate planning for singles.
Dec 6, 20205 minEstate PlanningPandemic Planning - Part 2: Incapacity PlanningTP stocked? Netflix queued up? Incapacity plan executed? Wait, what?! Never fear. Read on for the what, how, and why of incapacity planning.
Nov 25, 20203 minEstate PlanningPandemic Planning - Part 1: No RegretsSo . . . 2020, huh? What a DOOZY! Despite the craziness of this year, a solid, up-to-date estate plan can give you comfort and reassurance.
Nov 17, 20202 minEstate PlanningNo estate? You still need estate planning.Spoiler: You DO have an estate. In fact, everyone has an estate! Learn about why an estate plan is something everyone should have in place.