4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

Has your spouse or loved one recently passed away? We know this has been and continues to be a traumatic time. The emotional toll it is taking on you is undoubtedly tremendous. Are you having trouble moving ahead and taking any estate planning steps because of sadness, confusion and a loss of purpose? We want you to know our thoughts are with you and we can help. Did your spouse or loved one pass away with an estate plan? Did you know that one...
How to Choose the Right Fiduciary for Your Estate Plan

How to Choose the Right Fiduciary for Your Estate Plan

In thinking about your estate plan, what is one of the key components you should consider? Be aware, your estate includes your wealth, like your home, bank accounts and investments, your health and all your plans you have for your legacy. Even if you create the best possible estate plan with your attorney, your plan may fail if you do not have the right fiduciary, who is a key component of your estate, in place. What does a fiduciary do? The...
How Poor Estate Planning Can Hurt Your Child’s Future

How Poor Estate Planning Can Hurt Your Child’s Future

Are you a parent? Do you have young children and still go to baseball, ballet or piano practice with your children? Or, do you have older children who are married with children of their own? As a parent, you know while they were young you tried to provide for their needs. As adults, you know that you are always there for your children and grandchildren. With all that you have done, though, have you created an estate plan to positively impact...
4 Thought Provoking Questions to Ask Your Aging Parents

4 Thought Provoking Questions to Ask Your Aging Parents

Have you noticed that your parents are beginning to look older? Do they still live in their own home, buy their own groceries and drive themselves to appointments? Have you had any conversations with them about their future? For example, do they have an estate plan, if they became incapacitated where would they want to live or who is in charge of their affairs if they were incapacitated? We know that talking with your aging parents about estate...
Four Reasons Why You Should Prioritize The Creation Of Your Estate Plan

Four Reasons Why You Should Prioritize The Creation Of Your Estate Plan

Have you put off doing any estate planning? Is it because it is not a priority right now? Or is it because your estate is not very big? Did you know that, according to a 2022 wills survey, less than one-third of Americans have an estate plan in place? What is interesting, though, is that almost two-thirds of Americans admit that having an estate plan is important. In addition, according to the survey, the primary reason why people do not have...