Everyone should have an estate plan. However, many people die without ever giving an estate plan a single thought. This is often because people are left with many unanswered questions about estate planning. If you’re planning on making an estate plan, then you likely...
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Estate Planning
3 mistakes to avoid with estate planning
Estate planning is very important and, once the plan goes into effect, you have no way to change it. That’s why it’s so important to get it right the first time and avoid making mistakes that are going to compromise the integrity of that plan. Unfortunately, most...
Wills vs. Trusts: What’s the difference?
Every adult should have estate plans in place, but not everybody has to take the same approach. Wills and trusts are two different paths you can use to achieve your goals, but they have vastly different implications for your estate. What’s the difference between a...
How a parent’s estate plan helps protect young children
A surprising number of new parents don't think of estate planning as a crucial step when preparing to welcome a baby to the family. However, the typical family does benefit from having written protections in place for minor children still dependent on their parents....
How do you talk to a parent about estate planning?
You certainly hope that your parent has an estate plan ready and waiting. You don't want to have a string of estate disputes with your siblings and other beneficiaries. You don't want there to be any confusion over what is supposed to happen to the assets. At the same...
4 reasons you don’t want to risk making a DIY will
A will can be as simple as a few sentences handwritten on a piece of paper. It could also involve pages of instructions and integrate other estate planning tools, like a trust. The creation of a will is an important step for your protection and the protection of your...
What happens if you don’t have an estate plan?
Estate planning involves writing out a will and maybe also creating a living will that takes effect if you experience a medical emergency. Those with spouses, children or substantial personal property may need an estate plan for their own protection or to ensure the...
Is it time to update your estate plan?
Having an estate plan is a great way to ensure that you are looking after your future. Guardianships, health care directives, wills and trusts, and appointing a Power of Attorney (POA) all offer ways to ensure that you are protecting your best wishes. While you may be...
How do powers of attorney work when added to an estate plan?
Powers of attorney are arguably the most misunderstood of all estate planning documents. A surprising number of people are so wary about giving someone else authority over their finances or health that they just don't include powers of attorney in their estate plan at...
Pregnancy and estate planning tips
You're pregnant? Congratulations! Now that you know that you're expecting, it's likely that you have a long list of things to do so that you are fully prepared for the new addition to your family, from nesting in the home to preparing for hospital appointments. One...