The percentage of Americans who don’t have a will has been generally increasing in recent years. For instance, in 2017, only 42% of people had a will. In 2018, that fell to 40%, and then it dipped to 32.1% the year after. There was a slight rise in 2020 to 32.9%, but...
Providing Peace Of Mind
For You And Your Family
Month: July 2021
Don’t keep these documents in a safety deposit box
You did your due diligence and completed your basic estate planning documents — and then some. You feel like you and your estate are in pretty good shape right now. So, where should you store all these important documents? Should you put them in your safety deposit...
Why do I need to update my estate plan?
The longer it is since you made your estate plan, the more likely you need to update it. Taking an hour to glance over your plan once a year can help you ensure it is always up to date. Estate plans do not have a technical expiration date like food items, yet the...