Estate Planning

Your estate plan is the guide your loved ones will follow regarding your assets when you pass away. It’s imperative that you have everything set up in a way that enables them to do this as quickly and easily as possible. That can take the stress off them during the...

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...

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...

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...

Not everyone is an ideal candidate to be the executor of your estate. The person has to be trustworthy a willing to take their role seriously. In addition, they need to act on your behalf in a legal capacity once you are gone. Some of their potential responsibilities...

For many, developing a comprehensive estate plan can be a challenging prospect. Not only are people required to come to terms with their own mortality, but they must catalog their assets and distribute them among their surviving heirs. While it might seem like a...