Most people understand the importance of creating an estate plan to better ensure that their wishes are honored when they die. Therefore, it may be surprising that an estimated 67% of the adult United States population doesn’t have one in place. Many people may...
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What happens to your minor child’s care if you do not have a will?
When considering the future and well-being of your child, one of the most profound acts of care you can do as a parent is to prepare for all eventualities, including passing away. With this, you may want to consider including a will in your estate plan to express your...
Common estate planning mistakes to avoid
Estate planning can help you secure your legacy and better ensure your loved ones are taken care of after you pass. While creating a plan is the responsible thing to do, there are some mistakes that you could make that may impact the plan you create. Knowing what the...
A guardian’s bond: What to know about this bond
An executor is not the only party required to give a surety bond to protect beneficiaries and interested parties from potential negligence or mismanagement. Before the court appoints a named guardian of a minor child, it may require them to also get a bond. Here is...
Why engage in Swedish death cleaning when estate planning?
Even though Swedish death cleaning may sound like a morbid crime scene cleanup, it’s actually an effective and thoughtful decluttering approach. This unique approach to organizing and decluttering your life before passing has compelling reasons that extend beyond mere...
What are pour-over wills?
The moment you create a standard will is the moment it can start to go out of date. While it will never actually expire, changes in your life will require changes to your will to ensure that it represents your current reality. Thankfully, there is a way to address...
Navigating Estate Planning for Mixed Families
As life progresses, families often become beautifully more complex, with various relationships that include not just direct descendants but also stepchildren and step-grandchildren. For those in their 50s and 60s, it is not uncommon to have created an estate plan...
Medicaid can come after someone’s home after they die
Most older adults qualify for Medicare when they retire. Both employment history and marriage can help people qualify for Medicaid coverage later in life. Retired adults can usually count on Medicare benefits to cover basic medical needs, including emergency medical...
What should your estate plan include?
When preparing for our future with estate planning, the first question we ask ourselves is “What should I include in my plan?” However, there is no one fixed way to create an estate plan. Each person’s situation is different and would require estate planning tools...
What does it mean to die intestate?
Dying intestate refers to passing away without a valid will or estate plan. This situation has specific legal implications for the distribution of assets, guided by the state's intestacy laws. Understanding these rules can help ensure that your assets are distributed...