Estate Planning

Although people may have a general idea about their life expectancy based on their health and family history, no one knows when they might encounter a drunk driver or develop a serious illness. As such, many professionals recommend that people begin estate planning as...

In estate planning, the designation of a power of attorney (POA) can be truly consequential. It involves appointing a person to make decisions on your behalf if you become unable to do so. This appointment is a crucial element in ensuring your affairs are managed...

Estate planning is an unignorable component of financial management that helps to ensure that your assets are distributed according to your wishes after your passing. One estate planning tool that you should consider exploring is a transfer on death (TOD) designation....

A variety of personal financial obligations can influence an individual's legacy. For example, a person administering someone else’s estate will usually need to provide notice to creditors and pay all of someone's outstanding debts before handing out any resources to...

In the Digital Age, estate planning has taken on a new dimension. Beyond tangible possessions, it's crucial to consider digital assets in your estate plan. From sentimental memories to financial information, the online world holds a treasure trove of valuable content...

Starting a family business is a significant achievement, but overseeing its continuity requires careful planning and preparation. As a business owner, you may have dreams of passing on your legacy to your children and seeing them thrive in their entrepreneurial...

Caring.com recently conducted its 2023 survey. The findings revealed participants’ concerns over inflation near or at the top of the primary motivation to move forward with an estate plan due to their perception of current economic conditions. Conversely, the most...

Those who are savvy with their financial planning know the benefits of an estate plan. Not only does it help guide our assets when we pass, but it also serves as a valuable opportunity to discuss how we currently manage our assets. These days, the term “assets” means...

In your estate plan, you’ll work out many crucial details to ensure your assets are given a new home after you pass away. Of course, you’ll itemize your assets, plan your funeral arrangements and designate an executor of the estate - all of which prepare for what...

Most aspects of your life will change dramatically when you have children, and your estate plan is no exception. You will need to make significant changes to the documents you already have or finally make the effort to create an estate plan if you have procrastinated...