Estate planning needs vary according to age and life stage. People change throughout their lives. Perhaps you have noticed this. Not only do we grow
A co-trustee can be helpful in the administration of an estate. Revocable trusts can simplify the distribution of assets after death. Often trustmakers (aka grantors)
Choosing agents requires careful consideration. Very considered consideration. Successful estate planning, including incapacity planning, does not rely on the validity of the signed documents alone.
College students should prioritize their estate planning. No, really. Attending university is often the first time young adults are away from their families for longer
Certain actions should be taken after the death of a loved one. Although death means the end of the life and responsibilities for the decedent,
Nope. Just kidding. A comprehensive estate plan protects assets and loved ones. A lot of people really like to have control. It helps them to
Dementia and Alzheimer’s require thoughtful, but quick action. Hearing a doctor pronounce a diagnosis of dementia or Alzheimer’s is devastating. It impacts both the patients
Gifts can be a helpful way of reducing estate tax liability. Estate taxes can cost certain estates significantly. Because taxes can reduce inheritances to heirs,
Estate planning has many purposes. Few people believe they have an estate. This would be true if they define an estate as having a mansion
A safe deposit box is not the best storage location for everything of value. Many people do not own a home safe. Instead, they believe
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