Storing estate planning documents requires thoughtful attention. You have created an estate plan. This is good. You have done more than many of your peers.
Blended families bring more complexity to estate planning. Understatement. Many households in America are blended family households. This can be a result of divorce and
Transfer on Death accounts and trusts can be useful for assets bypassing probate. Not all assets are treated the same in estate planning. Some assets
A successor trustee is responsible for the management of a trust. Although many individuals designate themselves as the trustee when they create a revocable living
It is important for someone to know your financial information. The right to privacy is a value with many benefits. Even so, there are times
A conservatorship is not always controversial like with Britney Spears. Conservatorships have been in the news recently as celebrities like Britney Spears or Amanda Bynes
Having health care directives are important for incapacity planning. People often think they are invincible. Illnesses and injuries happen to other people. They will never
Designating fiduciary agents in your estate plan prepares you for incapacity. People do not plan to become incapacitated. It simply happens to them. Although accidents
Easy is not always better, especially when it comes to estate planning. Life is full of choices. Many factors guide the decisions we make moment
An estate plan is essential to protect your loved ones and their futures. Estates planning can become quite complex for those with complex assets wealth
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