Continuing with our “list” theme, here’s a list of things we should not do with respect to estate planning:
People often think that an estate plan primarily consists of a having a last will and testament created, but you…
As you may know, a financial power of attorney is very important because it allows a person you appoint — called…
Continuing with the estate planning theme, people often work with an attorney to form a trust as part of their…
Conventional wisdom is defined as a generally accepted theory or belief, and it can be dangerous – thus the above…
Decisions with respect to retirement are often made without sufficient information, and it is in everyone’s best interest to diligently…
People are sometimes surprised to discover that a comprehensive estate plan will include provisions for special needs family members and…
In terms of avoiding probate, it is true that there are other methods such as joint ownership or designated beneficiaries.…
People often ask the very simple question, “what exactly is estate planning?” So, simply stated, estate planning is a customized…
One often overlooked way to simplify estate planning while reducing stress is communication. Communication involves planning, being proactive and being…