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.
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Estate Planning For Blended FamiliesThe other two-thirds are non-traditional families experiencing unique needs that challenge current estate planning models.
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The Value of a Family Vacation HomeTo avoid turmoil and preserve the property within the family system for continued generations, begin with a family conversation to gauge beneficiaries' interest level.
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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
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Ultimate Estate Planning Guide for Young AdultsSome documents may vary depending on your wealth or financial structure; however, everyone should have a will.
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Estate Planning for Unmarried CouplesFor estate planning purposes, a comprehensive living together agreement includes all assets and property owned before the relationship.
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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.
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Helpful Guide to Settling an EstateImmediately upon someone’s death, it is necessary to acquire a legal pronouncement of the death from either the decedent’s hospital, nursing facility, or hospice care in the home.
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How Your Current Financial Decisions Impact Your RetirementIf the thought of saving over one million dollars seems incredibly daunting, don’t worry. You are not alone.
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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.
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The Percentage of Older Americans Without a Will Remain HighDying without a will can cause logistic problems, becoming financially and emotionally draining on the loved ones you have left behind.
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Aging Parents and Estate PlanningOnce you begin the conversation, move away from the pandemic as your introductory technique as you do not want to create a sense of panic or fear.
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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.