Estate Planning

Estate planning is not a one-size-fits-all process. Every individual must grapple with unique financial circumstances, family dynamics and long-term goals that require careful consideration. While generic or online estate planning templates may seem convenient, they...

Meeting with an estate planning legal team is an important step toward securing your financial future and working towards ensuring that your assets are ultimately distributed according to your wishes. Proper preparation can make the process more efficient and...

When you’re creating your estate plan, you have to decide who will handle the administration duties after you pass away. The individual you choose is known as the estate executor.  While you may be tempted to name your significant other or next of kin, that might not...

Many people invest in life insurance without establishing estate plans. There are also plenty of people who plan their estates without acquiring life insurance. These two forms of personal protection tend to dovetail nicely with one another. Technically, life...

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...

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...