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...
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...
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...