Category

Estate Planning
Estate Planning
Technically, an executor is a man appointed to carry out the wishes of someone who has died and manage their estate. If a woman is chosen for this task, she is called an executrix. But for simplicity’s sake, we will refer to administrators of all genders as executors since this is the more commonly known...
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Older Couple Estate Planning
What if you are no longer able to control your assets due to health concerns? Your estate plan should detail who can access and manage your assets as your proxy. Ideally, this person or persons should be the same people who will eventually inherit your estate. Everyone should have an estate plan. It isn’t only...
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Estate Planning with a Lawyer
Gifting and Estate Planning isn’t always top of mind. Estate planning is something you should think about long before retirement. There are several aspects to estate planning. Gifting is one of them. Gifts are subject to certain tax rules. Gifting assets can be beneficial to your estate in several ways. It can potentially:    ...
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Attorney With Magnifying Glass
There will be times in your life when it will be necessary to have someone else sign paperwork on your behalf. Thankfully, the law provides a safe legal way to do this through something called power of attorney. Let’s look at some of these circumstances and what can be done to meet your needs. Power...
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Estate Planning Worksheet
A comprehensive estate plan is important to create and update during all phases of life. It protects your assets from unwanted distribution in the event of your death and clarifies your wishes on crucial topics like healthcare, power of attorney and child guardianship. Protect the people you love and the money you’ve worked hard for...
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Divorced Man Moving Out
An estate plan outlines your final wishes in the event of your death, including covering how to divide your assets and provide for your children. Should you get divorced, you will want to update your estate plan to help protect you and your family from undesired consequences. Why Is an Estate Plan Update So Important?...
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Mom and Dad with Daughters
Estate planning is important for any family to help prepare for an unknown future. But, for children with special needs, estate planning is critical to financial stability and wellbeing. A bit of preparation now can save your family from making difficult decisions without understanding your wishes for your child. The Importance of Planning Ahead According...
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Man Signing Will
A will is one of the most important things you can have created for yourself and your family. It protects your assets and outlines how you wish things to be handled after you pass away. For those who have a will, it’s important to revisit it after certain life events occur for optimum protection. Common...
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Home with beautiful backyard
Estate planning. To the uninitiated, this sounds like something only the wealthy require—those with grand estates that span acres and include large collections of specialty items. In reality, though, everyone can benefit from an estate plan. But not any plan will do. And not every plan fits every individual. Moreover, while estate plans do direct...
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Male Signing Paperwork
Protecting yourself and your assets is critical if you’re going through a divorce. In addition to making decisions about property division, custody, visitation arrangements, and spousal maintenance, it’s important that you update your estate plan to ensure that the future you face without your spouse is secure. Here are a few estate planning updates you...
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