Estate planning is important for everyone, no matter their age or wealth. Estate planning avoids taxes and legal tie-ups and ensures funds are bequeathed as you wish. An estate plan appoints the right people to take care of your kids and even you if you’re...
Many people believe that estate planning is simply about deciding who gets their assets after they pass away. Others assume that adding a child to a bank account or naming beneficiaries on financial accounts is enough to avoid probate and simplify matters for their...
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,...
