Estate Planning Blog

Mistakes to Avoid When Dealing With Beneficiaries

There is a good chance that a beneficiary is listed in your retirement account, will, or trust. A beneficiary is an individual (or legal...

Do You Have a Plan for a Pandemic?

The outbreak caused by the 2019 novel coronavirus was named by the World Health Organization (WHO) on February 11, 2020. The coronavirus...

The Importance of a Letter of Instruction

Whether you are drafting your first estate plan or have one already in place, it's important to include a letter of instruction (LOI) in...

You Inherited a Timeshare and Here’s What You Need to Do

The resort agent suggested Mom and Dad should leave the timeshare to their children in a deed so, when the parents passed, their children...

How Life Insurance Is Involved With Estate Planning

Initially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life insurance can...

How to Plan For Generational Wealth Transfer

It is crucial to plan how to preserve your inheritable legacy so that its aggregate will remain for future generations. There are always...

Prepare for a Medical Crisis by Learning Your Parents’ Aging Strategies

Adult children in the United States often live a long distance away from their parents. Managing aging parents or in-law medical events...

The Importance of Estate Planning for Young Adults

In general, young adults, even those with professional careers older than thirty, think they are too young to consider estate planning....