February 4, 2021 •
Estate Planning ![]()
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
Read MoreJanuary 28, 2021 •
Estate Planning 
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after their death.
Read MoreOctober 14, 2020 •
Estate Planning ![]()
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Read MoreSeptember 18, 2020 •
Estate Planning ![]()
A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Read MoreSeptember 3, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
Read MoreJune 22, 2020 •
Estate Planning ![]()
In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.
Read MoreMarch 31, 2020 •
Estate Planning ![]()
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
Read MoreMarch 26, 2020 •
Estate Planning ![]()
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
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