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Estate planning isn’t just about writing a will and calling it a day. It’s about protecting your family, assets and peace of mind. Look at the bigger picture and think of estate planning as a roadmap for your legacy and not just a single stop sign. Here’s why you...
Some of the most important decisions people make as they create their estate plan have nothing to do with who will receive their assets. For example, determining who will advocate for your wishes when you’re gone or if you are unable to speak for yourself is a crucial...
Real estate transfers can be complex when it comes to estate planning. It’s very common for parents to pass down a vacation property or a family home. But it’s important to consider exactly how to do this, especially when leaving the home to multiple beneficiaries....
When it comes to dividing up an inheritance, assets do not necessarily have to be divided between beneficiaries. This is often the case, as financial accounts may be split evenly or specific tangible assets may be given directly to one beneficiary, while another...
People who take the time to create estate plans can protect their loved ones and establish a legacy that has a positive impact on others. The most effective and beneficial estate plans typically include highly-customized terms based on an individual's resources and...
There’s something about entrepreneurship that can't be found in a 9 to 5 job. Sure, risk is involved, but few things can match the feeling you get from watching a business grow from an idea into a successful enterprise. But what will happen to your business when you...
When planning for your future, it is important to consider how decisions will be made if you are ever unable to make them for yourself. One way to help ensure your affairs are managed properly is by adding powers of attorney (POAs) to your estate plan. A POA allows...
Estate planning is important for adults because it gives them the power to decide who is going to get which assets once the creator passes away. There are many components that people can utilize when they’re creating their estate plan. One of these is a trust. Trusts...
During the estate planning process, it is important to have someone in charge of managing and executing your wishes regarding both physical and digital assets. For a digital estate plan, this responsibility often falls to a digital fiduciary—a trusted individual or...
When drafting an estate plan, many people assume that their most expensive assets will be the most complex. They’ll put a lot of time into figuring out what to do with their investment accounts, life insurance policies and real estate. But the reality is that...
