Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you’re part of a blended family, you’ve probably recognized […]
4 Ways to Use AI to Make Life Easier for You and Your Family
Create a Stronger Blended Family Through Estate Planning Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you’re […]
Spring Is The Time For Cleaning and Planning
If you’re like me you LOVE spring cleaning. Hopefully, your taxes are done and filed and now you are milling around the house looking in closets to clean and items not used to donate! Now is a great time to get organized for the year and plan for your loved ones. Give us a call […]
What is a Living Will?
A living will, also called an advance healthcare directive, is a legal document that tells your loved ones and doctors how you would want your medical care handled if you become incapacitated and cannot make such decisions yourself, particularly at the end of life. Specifically, a living will outlines the procedures, medications, and treatments you […]
Debt After Death
When an individual dies, someone will handle his or her affairs, and this person is known as an executor. The executor can either be someone of the individual’s choice, if he or she planned in advance, or someone appointed by the court in the absence of planning. The executor opens the probate process, during which […]
HOW “SHOPPING AROUND” FOR AN ESTATE PLAN COULD LEAVE YOUR FAMILY WITH AN
Maybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most efficient and affordable plan possible for your family without shopping […]
12 Simple Steps to an Estate Plan
You may have heard that you need to make an “estate plan,” but what does an estate plan cover and how do to make one? Here is a simple list of the most important estate planning issues to consider. 1. Make a Will In a will, you state who you want to inherit your property […]
Building your estate planning dream team
It’s important to enlist the help of others and assemble the right people on your estate planning team to get started. So who should be on the team and what are their jobs? Family first If at all possible, your family needs to know what you want and should be part of these discussions. Be […]
New Estate Planning Rule: Don’t Leave An Electronic Mess
Few things these days do more to increase the cost of and delay the time it takes to administer an estate than leaving an electronic mess for the executor and heirs to clean up. Yet, that’s what numerous people do by not incorporating their digital assets and electronic lives in their estate plans. Many people […]