Knowledgeable, Effective Guidance
An estate plan allows you to designate who inherits your assets when you pass away and who will make decisions for you if you become incapacitated. However, it’s also how you can ensure things are handled based on your wishes. Unfortunately, there are some mistakes...
If you ask the average American if they have an estate plan, the odds are that they will say they haven’t done their planning yet. This is simply because studies have found that most people from age 18 and up don’t have an estate plan. These are legal adults in the...
You have taken the important step of addressing your estate plan, but this was a few years ago. Life rarely remains static, and a lot can happen in the space of a year or two. Does your estate plan currently reflect your wishes? Perhaps it’s time to give it a review?...
One thing to consider when doing your estate planning is how your beneficiaries will react to inheriting an often-significant sum of money. Many might have no problems managing their funds. However, it is also common for some beneficiaries to struggle with the...
You may think you have the perfect estate plan, but all that can change with new developments in life. Therefore, you should review the plans you have in place once every couple of years, even if nothing drastic has happened. For instance, a life-changing moment like...