Some estate planning mistakes are inevitable, after all, it can be a complicated process. However, you don’t want to take a chance on making a permanent mistake in your estate planning documents. You’ve had a meaningful life, both acquisitively and through the...
It is hard to believe that we are heading into winter and flu season with the pandemic continuing to rage on. The coronavirus has been unforgiving with how deadly it has proven to be. With mortality at the forefront of the minds of so many, now is the time to finalize...
Rest assured be it through a will or a living trust, your assets will end up distributed to your loved ones according to your wishes. Your choice of estate planning vehicle does not influence the distribution of your life’s work; however, it does determine the route...
If you’ve ever found yourself asking the above, we’ve found the root problem. After all, estate planning is not just a task for the elderly or the dying. Despite common misconceptions, an estate plan is not an end of life plan or something you prepare in old age....
Ask ten people on the street what the first step to building an estate plan is and I’ll bet my pinky finger that the majority will tell you to talk to a lawyer (or to ask Google) and the rest will hastily shuffle away, thinking you’re trying to sell them something....
Estate planning is a game of timing. Regulations change constantly meaning best practices are in continual flux. Ensuring you and your loved ones are well taken care of means treating your plan as an evolving document. With the passing of recent legislation and the...
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