Understanding Intestacy: Dying without a Plan
Let’s learn about intestacy–what is it, what are its repercussions, what do the laws say, and, essentially, what are the basics about it!
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- Aug 10, 2022
- 3 min
Discussing Burial Preferences
When you and your family are mentally and emotionally ready, one of the things that would be good to prepare early on is burial arrangements
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- Aug 4, 2022
- 5 min
Advance Healthcare Directives in Your Plan
Incorporating advance healthcare directives is crucial in strengthening, and maximizing the benefits of, your estate plan.
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- Jun 21, 2022
- 3 min
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.
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- Jun 2, 2022
- 3 min
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.
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- May 16, 2022
- 4 min
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.
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- Apr 22, 2022
- 3 min
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.
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- Aug 12, 2021
- 4 min
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.
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- Aug 9, 2021
- 3 min
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.
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- Jul 10, 2021
- 3 min
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.”
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- Jun 20, 2021
- 3 min
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.
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- Jun 12, 2021
- 4 min
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.
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- May 15, 2021
- 3 min
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!
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- May 12, 2021
- 4 min
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.
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- May 10, 2021
- 4 min
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.
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- Feb 13, 2021
- 3 min
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.
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- Dec 5, 2020
- 5 min
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.
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- Nov 24, 2020
- 3 min
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.
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- Nov 16, 2020
- 2 min
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.
63 views
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