Estate Planning

Estate planning should go beyond leaving assets to family members and beneficiaries. It’s not just a financial process, although that is important. Estate planning can also be used for medical and legal decisions. One way to address this is by using a legal power of...

Chances are that, at least a few times a day, you open up various apps and visit various websites on your smartphone, tablet, laptop or another device. As more adults live numerous aspects of their life increasingly online, this isn’t an uncommon reality. Yet, few...

Suppose you are incapacitated by a sudden illness or a serious injury and cannot communicate effectively. Who would make medical decisions for you, and how would they know what you truly want? These are some of the challenging questions that can arise in such...

A will is one of the many documents included in an estate plan. It’s often the first document people make. You may not fully understand how a will works and why you need one. Here’s what you should know: 1. Why is a will important? By making a will, you can help your...

You might not want to talk to your children about your estate plan, and they might not want to hear you talk about your inevitable death. Yet, discussing your estate plan is a wise idea. As a freak accident could take you from them tomorrow, it’s best to have the chat...

One of the top reasons that people give, if you ask them why they don’t yet have an estate plan, is just that they think they’re too young to make one. They know that they are legally allowed to make one, of course. Anyone can after reaching 18 years old. But they...

If you’re considering or about to begin the process of divorce, you’re likely not thinking about estate planning. Nonetheless, divorce is one of those life events that warrants some changes to any existing plans you may have.  Some changes can be made at any time,...

Estate planning involves making significant decisions in terms of who will benefit from your savings and assets should you become incapacitated. Perhaps, more importantly than this, your estate plan can also outline contingency plans for your young children.  In your...

Life can be pretty unpredictable. You can be healthy in one minute and incapacitated in the other. It could be due to a sudden illness or an accident that leaves you with limited bodily functions and unable to make decisions on matters that affect you. Picture...

If you’ve never made an estate plan until now, then you likely don’t know what’s all included in one. For many people, an estate plan is an itemization of assets, who’ll inherit those assets and final wishes, typically relating to their funeral. An estate plan has so...