Nov 28, 2017
Too many Americans think that estate planning is only for those who are very wealthy-the 1%’ers. In truth, this is incredibly wrong, as any adult has the need for an estate plan and can benefit from a plan. Unfortunately, too many Americans have not created an...
Nov 21, 2017
Family history is incredibly important for self-identity, but it is also easily lost and forgotten. That means that sharing your family history now is vital. Family gatherings, like the holidays, are excellent times to share family history with family members....
Nov 14, 2017
A comprehensive estate plan should address all of your assets. Most people’s estates include the following: a home, bank accounts, and personal property (furniture, clothes, golf clubs, jewelry, etc.). Many families also have 401(k)’s, IRA’s, life...
Nov 7, 2017
If you travel a lot, you may have accumulated a lot of travel miles. As you think about the future, you may want to know if it is possible to pass on your frequent flyer miles if you were to pass. Those flyer miles could be work a lot of money, so you would not want...
Oct 31, 2017
Yes! If you own a vacation home, timeshare, investment property, or any other real estate outside of the state where you are domiciled has to be addressed in your estate plan. If anything, this situation makes a trust vital. If you do not adequately plan for...
Oct 24, 2017
You may be really scared about the idea of creating your own estate plan. You have to meet with an attorney and talk about something bad happening to you. Fortunately, the process of creating your estate plan does not need to be like the monster under your bed. In...
