Estate Planning

July 8, 2020
July 8, 2020
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Have You Planned for Lifetime Incapacity?

Estate planning often begins with you asking questions about what happens if you are no longer around. However, this is not a comprehensive estate plan. In […]
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June 30, 2020
June 30, 2020
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What Is the Job of An Agent with a Durable Power of Attorney?

A durable power of attorney is an important document that is likely included in your overall estate plan. It is impossible to know what kind of […]
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June 16, 2020
June 16, 2020
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These Are the Situations That Should Absolutely Prompt You to Update Your Will

You’ve created your will, stored it in a fireproof box, and made sure that your estate planning attorney and other relevant stakeholders had access to it. […]
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June 9, 2020
June 9, 2020
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Do You Have the Right Pillars in Your Retirement Plan?

Knowing whether or not your retirement plan is solid enough feels highly subjective but it’s important to consider what your own retirement might look like and […]
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June 3, 2020
June 3, 2020
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Studies Show that There Is a Knowledge Gap in Estate Planning

You’ve probably heard about estate planning or maybe even had some connection to it as the probate of a loved one was open. But plenty of […]
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May 26, 2020
May 26, 2020
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What Is a Trust and How Can It Be Used as a Component of Your Estate Plan?

If you have the essentials of an estate plan, such as a will and a power of attorney document, this might not go far enough to […]
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May 19, 2020
May 19, 2020
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Tips for Helping Get Your Affairs in Order

Whether you’re organizing your own estate planning documents and strategies or helping your elderly parents to do the same, it’s important to take a step back […]
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May 8, 2020
May 8, 2020
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Best Ways to Protect Your Business with Estate Planning

Entrepreneurs have advanced estate planning needs because they must think about their individual situation as well as the future of their business. It can be catastrophic […]
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May 7, 2020
May 7, 2020
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What Does It Mean to Have A Trust Established?

A trust is an estate planning device that many families use to protect their assets, prepare for incapacity, and protect their loved ones. Establishing a trust […]
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