Talking about your funeral is uncomfortable, but it’s also an important part of your estate plan. When you make decisions about your funeral now, not only do you have a say in how you will be honored, but you will also be a help to your family. When you’re grieving...
As you begin creating your estate plan, it can be difficult to understand the different terms that are used. Even though you may not be a legal professional, it’s still important to know what these terms mean so that you can use them properly and help protect your...
You have spent years—perhaps even a lifetime—building your business to support yourself and to provide for your family. Creating a clear estate plan is the best way to continue to support your loved ones and build the success of your business after you are no longer...
Planning for the future involves more than just arranging for who will take care of your estate after your pass. A critical part of estate planning is guaranteeing there is someone you trust who can make sound medical or financial decisions on your behalf. A power of...
Many people hate to think about their own mortality, and that can lead them to neglect to put an estate plan in place to pass along their assets to children. But even some people who do have a plan fail to discuss the details with their closest family members. Holding...
It’s a shocking fact that 51% of Americans don’t even have a basic will. If you already have an estate plan, you are at an advantage. However, estate plans are never final—they require updates as life unfolds. A regularly revised estate plan is the key to getting the...
In 2020, most of us conduct a lot of our lives with digital help. We use online banking and bill paying, we shop online, we take classes online and we even order takeout or groceries online. Now, many companies offer online DIY wills or software packages so you can...
As our parents age, their mental state can deteriorate over time. Sadly, that can limit their abilities to function the way they used to. When this happens, basic tasks like buying groceries, paying bills and taking care of the house can become difficult. If that's...
Caring for your parents in their later years can be emotionally difficult. Older adults can often display the same kind of stubbornness and single-minded focus seen in young children, particularly in cases involving cognitive decline due to Alzheimer's or dementia....
An owner’s business is their life’s work. That work deserves careful planning to keep it intact for the family members who potentially own and run that business. As an owner, you want to find the most risk-averse strategy for transferring your business to your family....
