Estate Planning

Some people don’t like having to create an estate plan, so they get it all set up and then forget about it. While that might seem like no big deal, it may actually lead to significant issues later.  Anyone who’s created an estate plan must review it every three to...

A health care proxy (health care power of attorney) is an essential part of estate planning that is often overlooked. Estate planning is about more than money, it’s about making sure your wishes are honored. This includes in terms of the medical treatment you receive....

Estate planning is crucial for young families. It ensures your family's future is secure and your wishes are honored. Here's what you need to know to get started. Why estate planning is important Estate planning isn't just for the wealthy or elderly. It is about...

While estate planning largely revolves around providing for your loved ones, there is much more to it. If charitable giving has been a significant part of your life, then you may want it to be a part of your legacy.  There are several ways that you can give to charity...

Most older adults automatically qualify for Medicare benefits based on their employment history. Even those who don't work but can receive Medicare if their spouses had qualifying employment. Retired adults can rely on Medicare to cover basic care needs after they...

When someone passes away, there is a good chance their estate will still owe certain taxes. Even if inheritance taxes do not apply, the deceased may still owe property taxes for the year on any real estate they own. If they were a business owner, that business might...

Estate plans can include several different powerful legal instruments. It can be very confusing to learn about the estate planning process, in part because there is so much jargon and so many different documents that people can integrate into their plans. Some of...

The number of adults choosing not to have children has steadily increased over recent years. In 2023, 47% of Americans under 50 don’t have children, nor do they intend to. Many childless adults may think there is no reason to create an estate plan. If they’re married,...

Estate planning is essential in ensuring your loved ones are provided for when you pass away, and someone will handle your financial affairs if you are incapacitated. It’s easy to make mistakes when creating your estate plan, especially if you’re unfamiliar with the...

Estate planning is part intention and part practicality. People decide what kind of legacy they want to leave based on personal values and close relationships. They then draft legal documents that help them achieve those goals. Those hoping to leave a positive legacy...