What are the Estate Planning Basics?
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
Personal Attention.
Powerful Representation.
Proven Results
Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
When it comes to creating a will and other estate-planning documents, be aware that you probably should revisit them many times before they actually are needed.
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
There are certain financial goals that it's important to check off your list, like having enough money in a savings account to cover emergency expenses and eliminating unhealthy debt. However, here's one goal many people gloss over -- creating a will.
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, ...
Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
