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...
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...
Caring for a Loved One With Dementia? Four Tips You Can Use

Caring for a Loved One With Dementia? Four Tips You Can Use

Did you know that it is very important for your loved one to create an estate plan now that he or she has been diagnosed with dementia? Meeting now, while your loved one still has capacity for making decisions, is crucial to estate planning. Take a minute to visit our website, this Thursday, to learn more about the importance of estate planning if your loved one has dementia. Do you care for a loved one in your home? Has your loved one just...
Three Common Mistakes Made When Trying To Avoid Probate

Three Common Mistakes Made When Trying To Avoid Probate

Are you a private person? Do you hope to keep your estate private when you pass away? How can you do that? Have you recently created your last will and testament, but unsure whether your estate may still have to be probated?  First, having a last will and testament in place is excellent. Unfortunately, the fact that you have a will does not, by itself, allow your estate to avoid probate. Here are three common mistakes that are made when...