You don’t want to go through all the time it takes to create a plan to protect your loved ones, just to have it riddled with errors that end up causing them stress and headaches in the end. Whether you’re creating your first plan ever, or updating an existing...
It’s recommended you update your will every three to five years or each time you have a major life event. These life events include a marriage, divorce, death, birth of a child, etc. If you’re in the “have it done but need to update it” camp,...
The most important documents to have in your estate plan are your will, a trust, power of attorney, medical directives, and beneficiary designations. These documents make it easier for your loved ones to manage your care during incapacity and to settle your estate...
Let’s break down the differences between a joint owner and a beneficiary. It sounds complex but is actually quite simple – the distinction is based on whether the person has access to funds now or later. Joint ownership is particularly common between couples or...
If you have garnered some assets during your lifetime then you most definitely need estate planning. For those of you that hear about estate planning and push it off because you think that is for people more wealthy then you… think again! The following are 5...
