When Is An Estate Planning Review Important?

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.

04/18/22

How Do I Give Assets to Minor Grandchildren in My Will?

You have many options to make sure your wishes are followed after you die.

04/15/22

Who Is the Best Choice for Power of Attorney?

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

04/13/22

How Do You Pass Down a Vacation Home?

If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.

04/11/22

Will a Trust be Beneficial for Me?

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

04/08/22

What Women Should Know About Finances After Divorce

The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.

04/06/22

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Estate Planning Blog

When Is An Estate Planning Review Important?

How Do I Give Assets to Minor Grandchildren in My Will?

Who Is the Best Choice for Power of Attorney?

How Do You Pass Down a Vacation Home?

Will a Trust be Beneficial for Me?

What Women Should Know About Finances After Divorce

Does Marriage have an Impact on a Will?

Do I Need an Attorney for Probate?

Is a Health Care Power of Attorney Necessary?

What Is the HEMS Standard?

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