Estate Planning

There may come a point when you realize that you don’t have an estate plan. Here’s the good news: it’s never too late to get started. If you realize that you’ve waited too long, it’s easy to get ahead of yourself. And when you do that, you may immediately turn your attention to do it yourself (DIY) estate planning. While this sounds like a … [Read more...] about No Estate Plan? Don’t Rush Into a DIY Strategy

Creating an estate plan for the first time is easier said than done. There’s a lot that goes into this process, so it’s critical to have a thorough understanding of what you’re up against. Familiarity with common first time estate planning mistakes will go a long way in helping you avoid trouble. While there’s no shortage of mistakes lurking, … [Read more...] about First Time Estate Planning Mistakes

There’s nothing worse than learning that someone you love has passed on. For example, as your parents age, this may be something you think about often. If you lose a loved one, it’s important that you give yourself all the time you need to grieve. It’s never a good idea to push yourself too hard during this time, as it can result in more harm … [Read more...] about Questions to Answer After Losing a Loved One

When you’re single and ready to create an estate plan, you don’t have to consult with anyone else. You can make every decision, never having to worry about the impact it could have on a spouse. Conversely, if you’re married, estate planning takes on a different form. Now, you need to consider what’s best for both you and your spouse, and that’s … [Read more...] about Estate Planning With Your Spouse: Ask These Questions

After you create an estate plan, you can sit back and take a deep breath. You now have something in place that answers questions such as: What will happen to your assets upon your death? Who will provide for you in the event of incapacity? Do you know where you want to receive long-term care? You get the point. An estate plan can … [Read more...] about How to Know if Your Estate Plan Requires Attention

Creating an estate plan for the first time has the potential to drive you crazy. You know it’s something you need to do, but you have so many unanswered questions that you’re unsure of where to start. Fortunately, once you get together a list of all your questions, it’s much easier to address them in a timely and accurate manner. Here are … [Read more...] about Common Questions Among First-Time Estate Planners

Once you and your spouse tie the knot, your life will change forever. And since it’s your hope that you remain united for the rest of your life, it’s important to create an estate plan with this in mind. If you created an estate plan before marrying, you’ll need to make some changes to ensure that it suits the both of you moving forward. Here’s … [Read more...] about Estate Planning After Marriage: What Should You Do?