1. What Do You know About Estate Planning? Take Our Quiz

    Do you picture something like this when you hear “Estate Plan”? If so, you are overthinking… and in some ways underthinking this type of planning. An “Estate” is simply “what you own” however large or small. An estate plan helps loved ones settle your accounts and belongings upon your death and can help them exercise your wishes if you become incapacitated. No plan? Your family or fr…Read More

  2. 5 Reasons Everyone Needs an Estate Plan

    We really like this quote by Alan Lakein “Planning is bringing the future into the present so that you can do something about it now.”  In short, that is what an Estate Plan does for you. As we have discussed before in our 7 Must-Have Estate Plan Documents, no matter what your economic status you should have an estate plan to protect your assets, whatever they may be, for yourself and your fa…Read More

  3. What’s in An Estate Plan Beyond My Last Will & Testament?

    Only 45% of Americans have a Last Will and Testament or a Living Trust. Only 38% have a Healthcare Power of Attorney. Estate planning is the process of anticipating and arranging for the management and disposal of your possessions in the event of incapacitation or death.  An estate plan typically includes power of attorney, advance directives (living will dictating health-related wishes), trusts,…Read More

  4. Why It’s Important to Organize Your Life… and End of Life Plans

    It is very easy to plan for an event when you know the date… Christmas is always December 25 Independence Day is always on July 4th. Your birthday is on the same date every year. However, it is nearly impossible to plan the timing of an uncertain event: an accident, catastrophic weather or fire, or critical health incident. Catastrophic events interfere with our lives.  These occurrences affect…Read More