October 13, 2020 •
Estate Planning Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Read MoreSeptember 23, 2020 •
Estate Planning Estate planning is a systematic method that manages the personal and financial matters of a person in case of death. The legal document for the necessary plan for death is called the Last Will and Testament, which includes the set of instructions for the condition and distribution of the estates.
Read MoreSeptember 22, 2020 •
Estate Planning As part of your estate planning, don’t forget to consider a power of attorney.
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 MoreAugust 26, 2020 •
Estate Planning Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
Read MoreAugust 24, 2020 •
Estate Planning For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
Read MoreAugust 17, 2020 •
Estate Planning Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 6, 2020 •
Estate Planning It's never too early to start working on how your things will be handled, once you pass away.
Read MoreJuly 30, 2020 •
Estate Planning Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.
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