Driven to get results!
Asset preservation has become a hot topic in estate planning, and with good reason. Without the right estate documents in place, your assets can begin to vanish when you die. While many estate planning strategies exist that can help with asset preservation, trusts...
You have always known that you will eventually need to write an estate plan. Maybe you just want to distribute your assets correctly to your beneficiaries. Maybe you want to lower the odds of estate disputes. Perhaps you are interested in making medical decisions for...
When you make an estate plan, it’s important to consider when to update that plan. One option is to set up the schedule in advance, such as reviewing the plan annually. Another option, though, is just to look for specific reasons to make these updates, which are often...
Wedding bells are ringing, and you're picturing a future filled with laughter, shared dreams and maybe even a playful puppy. Amidst the excitement, there's also a topic that needs to be addressed but might not be at the forefront of your mind: estate planning. Yes,...
As soon as someone turns 18, they may have a need for an estate plan. Young adults no longer have people to handle their medical challenges in an emergency and may have their own dependent family members. As people become more successful and establish their own...
Estate planning, often overlooked, is a critical aspect of helping secure your legacy and can ensure that your family is well taken care of when you’re no longer around. This is because it allows you to organize and manage your assets, liabilities and personal wishes...
What are the hallmarks of a sound estate plan? Most people need at least a few separate documents to protect their assets, families and final wishes. Of course, a last will is essential to any plan, and one or more trusts can improve the probate process for your loved...
Estate planning often starts with a will. People decide they need to figure out what they’re going to do with their assets when they pass away. To avoid a dispute between their heirs, they draft a will that tells those heirs exactly who should get which assets. This...