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Estate Planning

What Is a Letter of Instruction?

September 1, 2023

You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step?

Estate Planning

How to Find Out If a Person Has a Will

August 30, 2023

Estate planning is a crucial aspect of financial management, ensuring that an individual’s assets are distributed according to their wishes after their passing. One key document in estate planning is a “last will and testament,” commonly known as a will.

Estate Planning

Transferring Property to Heirs? Skip Top Five Mistakes

August 28, 2023

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.

Estate Planning

Special Needs Planning for Beneficiaries with Disabilities

August 25, 2023

When preparing testamentary documents, such as wills and trusts, protecting beneficiaries with disabilities should be a priority.

Estate Planning

Should Life Insurance Be a Part of My Estate Planning?

August 23, 2023

Life insurance can be the ideal way to protect both yourself and those you care about. However, individual insurance companies can put age-related restrictions on life insurance policies.

Estate Planning

Planning for Aging without Family Caregivers

August 21, 2023

What are elderly persons who are without children or other family to serve as caregivers supposed to do?

Estate Planning

Checklist Helps Put Affairs in Order

August 18, 2023

No one ever plans to be sick or disabled. However, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure that your wishes are honored and ease the burden on your loved ones.

Estate Planning

Who Gets My Bank Account When I Die?

August 16, 2023

After you die, several things can happen to your bank account, depending on your account type, how you’ve set up your account before your passing and whether you’ve set up a will or trust.