Estate planning helps ensure that you and your loved ones will be protected no matter what the future holds. In our blog, we discuss the elements of an estate plan, how an estate plan prepares for possible illness or incapacity, what you can do to leave a lasting legacy for your loved ones, and much more. For answers to questions about your specific estate planning needs, please contact our office to request a free initial consultation.
- Page 11
-
The Difference Between Elder Law and Estate PlanningElder law planning aids individuals during their lifetime, whereas estate planning takes effect after death through wills, trusts, and other legal entities
-
Ultimate Estate Planning Guide for Young AdultsYoung adults should plan their estate to secure assets and health decisions. Learn the essentials: wills, trusts, healthcare directives, and beneficiary choices.
-
Estate Planning for Unmarried CouplesEstate planning for unmarried couples is vital to protect assets and loved ones. Learn about living together contracts and securing your financial future.
-
How a Letter of Instruction or Intent is Essential in Estate PlanningLetters of instruction are highly individualized, and what you include is completely up to you. There is no single piece of information that must be included.
-
Helpful Guide to Settling an EstateLearn the steps to settle an estate, from finding the will to distributing assets. Simplify probate, manage debts, and ensure smooth communication with beneficiaries.
-
How Your Current Financial Decisions Impact Your RetirementDiscover how your financial decisions today impact retirement savings. Learn strategies like budgeting, cutting expenses, and automating savings to secure your future.
-
Why Having a Will is ImportantMany Americans feel they do not have enough assets to deem a will necessary, but unless you are destitute, you probably own a lot more than you think.
-
The Percentage of Older Americans Without a Will Remain HighLearn what happens if you pass away without a will. Discover state intestacy laws, asset distribution, guardianship for minors, and steps to protect loved ones.
-
Aging Parents and Estate PlanningLearn how to discuss estate planning with aging parents. Explore key steps, including organizing legal documents, finances, and long-term care options.
-
What's So Important About a Living Will?So why is a living will important? It reduces ambiguity which can prevent family disputes during what is already a difficult time. Read the blog for more!
-
Here's How to Avoid Common Beneficiary MistakesAvoid common beneficiary mistakes with expert tips on updating designations in wills, trusts & retirement accounts. Learn strategies to protect loved ones & assets.
-
Talking to Your Parents About Estate PlanningStarting a conversation with your parents about estate planning can be difficult but is essential. Learn how to approach the topic and ensure peace of mind for the future.