The procrastinators may believe that they have too few assets, the process would be too costly, or they are too young to worry about dying. But everyone over 18 should have some estate plan, regardless of their estate’s value. The goals are to provide clarity, minimize probate, protect family unity, and avoid conflict. Despite […]
Wills
How To Choose Guardians
I say, “Choose a guardian for your children,” and your knee-jerk answer is your parents or a very close friend. How about choosing alternates in case your first choice is unable to take on the role? What attributes do you want in a guardian? Do you want the guardian to handle your child’s money […]
Why You Need a Will
No one wants to think about death or dying, yet it is inevitable. Ignoring that fact causes many of us to delay planning, which, if the unexpected happens, can result in issues that could have been avoided. That is why everyone should have a will. Without a will, you are leaving what happens to you […]
How To Choose a Beneficiary for Your Will
A beneficiary is someone who inherits your assets when you pass away. Unless you die prior to naming beneficiaries, your will should contain the people to whom you want your assets to be allocated in your absence. In most cases, people name their spouses, children or other family members as beneficiaries. However, a beneficiary can […]
Younger Generations Can Help Older Ones With Estate Planning
Younger Generations Can Help Older Ones With Estate Planning How do you approach a conversation with your parents about estate planning? For sure, you don’t want to nag or become a nuisance, creating suspicions about your motives. By being open and honest about your concerns, you can allay their fears that this is only about […]
Step Families and Estate Planning
Stepfamilies and Estate Planning Is estate planning in second marriages a potential minefield? This can be a loaded question because it’s already complex enough to blend families. It can be hard to decide on both an emotional and a legal level. After all, you’ll want to make sure your assets are working in everyone’s favor, […]







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