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If you’ve ever thought about going through the estate planning process, it can feel a little overwhelming. You might find yourself asking the question: “where do I even start?” There can be a lot of paperwork that you feel needs your attention and some of it can be...
A power of attorney is a document that allows someone else to take certain actions on your behalf. These are things they wouldn’t be able to do otherwise. For example, you can use a financial power of attorney to authorize someone else to make tax payments or...
Creating an estate plan is a task that all adults should complete. When you’re considering how to set this up, you can’t neglect to designate people to handle the power of attorney duties. These individuals will step in to make certain decisions on your behalf if...
Everyone should make an estate plan at least once in their life, and update it gradually through the years. When planning out your estate plan, you may need to consider what you include. Many of the following are, typically, seen in every estate plan: 1. A will A will...
When you create your will, you should take the time to ensure you include everything you own in it. The exceptions are assets that have beneficiary designations and any that you have already moved into a trust (because they technically no longer belong to you). Were...
If you have an estate plan, congratulations, you are already ahead of a large portion of the population. This plan can serve as a source of comfort about the future of your estate as well as a valuable financial planning tool. Those who take the time to put together...
When people think about estate planning, they are often thinking about the end of life, not the beginning. That’s why they may decide to do it if they get a serious health diagnosis, for instance, and that time simply seems closer. They may also do it based on their...
No one wants to think about death, but it's a reality we all must face. And after we die, our estate will go through probate, a lengthy and expensive process for your loved ones who are grieving their loss. Probate is a court-supervised process for validating a will...
You’ve given your children every advantage, and they’ve become successful, independent adults. So as you’re establishing your estate plan, you decide to focus on responsibly sharing your wealth with your grandchildren. There are numerous ways to do that, but trusts...
You were concerned that an elderly relative had not tackled their estate plan, so you discussed it with them a few years ago. As a result, they drafted a will and set up other plans to ensure that their final wishes were in place should something happen to them. ...