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    What is a pour-over will?
    • Jun 21
    • 3 min
    Estate Planning

    What 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.
    1 view
    Estate Planning When Going Through Separation or Divorce
    • Jun 2
    • 3 min
    Estate Planning

    Estate Planning When Going Through Separation or Divorce

    Today, let us go deeper into separation and divorce, and how estate planning plays a very important role in going through these episodes.
    7 views
    Choosing Your Children's Guardian: The 6 Big Fs
    • May 16
    • 4 min
    Estate Planning

    Choosing Your Children's Guardian: The 6 Big Fs

    You can nominate a guardian for your children, a designation necessary in the event that you are no longer able to care for them yourself.
    16 views
    Life insurance isn't just for burial costs
    • Apr 22
    • 3 min
    Estate Planning

    Life insurance isn't just for burial costs

    This is precisely why life insurance is often thought of as an act of love. You give your family one less thing to worry about.
    4 views
    Estate Planning Myth #5: I have a will, and that's enough
    • Aug 12, 2021
    • 4 min
    Estate Planning

    Estate 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.
    18 views
    Estate Planning Myth #4: I am single and child-free, so I don’t need estate planning
    • Aug 9, 2021
    • 3 min
    Estate Planning

    Estate Planning Myth #4: I am single and child-free, so I don’t need estate planning

    Estate planning for single and child-free individuals is just as important, if not more.
    32 views
    Estate Planning Myth #2: Estate Planning is Only for After I'm Gone
    • Jul 10, 2021
    • 3 min
    Estate Planning

    Estate Planning Myth #2: Estate Planning is Only for After I'm Gone

    Here is yet another very popular but also very false impression on estate planning – “Estate planning is only for after I’m gone.”
    21 views
    Estate Planning Myth #1: I Can Handle My Own Estate Planning
    • Jun 20, 2021
    • 3 min
    Estate Planning

    Estate Planning Myth #1: I Can Handle My Own Estate Planning

    Let'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.
    39 views
    What is a Living Will?
    • Jun 12, 2021
    • 4 min
    Estate Planning

    What 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.
    31 views
    Using Your Estate Plan to Organize Your Online Accounts
    • May 15, 2021
    • 3 min
    Estate Planning

    Using Your Estate Plan to Organize Your Online Accounts

    While they may seem like an unlikely pairing, organizing your online accounts and preparing your estate plan can actually go hand-in-hand!
    31 views
    Power of Attorney: What You Need to Know
    • May 12, 2021
    • 4 min
    Estate Planning

    Power of Attorney: What You Need to Know

    This post discusses what power of attorney is and why it's so important in the process of estate planning.
    29 views
    Tips for Choosing Your Executor
    • May 10, 2021
    • 4 min
    Estate Planning

    Tips for Choosing Your Executor

    We are going to zero in on just one key player for today: the executor, or particularly, the IDEAL executor.
    13 views
    Single? Why You Still Need a Plan
    • Feb 13, 2021
    • 3 min
    Estate Planning

    Single? Why You Still Need a Plan

    If 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.
    32 views
    Pandemic Planning - Part 2: Incapacity Planning
    • Dec 6, 2020
    • 5 min
    Estate Planning

    Pandemic Planning - Part 2: Incapacity Planning

    TP stocked? Netflix queued up? Incapacity plan executed? Wait, what?! Never fear. Read on for the what, how, and why of incapacity planning.
    67 views
    Pandemic Planning - Part 1: No Regrets
    • Nov 25, 2020
    • 3 min
    Estate Planning

    Pandemic Planning - Part 1: No Regrets

    So . . . 2020, huh? What a DOOZY! Despite the craziness of this year, a solid, up-to-date estate plan can give you comfort and reassurance.
    30 views
    No estate? You still need estate planning.
    • Nov 17, 2020
    • 2 min
    Estate Planning

    No 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.
    56 views
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