Estate Planning

Estate planning when you’re on your own If you’re unattached, you may not have given much thought to estate planning — it tends to come more to the forefront of people’s minds when they marry or have children. However, single people need good estate plans just as much as married people do — maybe even more, especially if you have…

Think carefully about the estate plan you create Your estate plan is a personalized tool that lets your loved ones know exactly what you want them to have when you’re gone. While it is important to spell out who is going to get what, there are many other considerations that come with an estate plan. For this reason, you need…

4 estate planning issues to consider today Making sure that your estate plan is ready for your loved ones when you pass away is a priority. In order to have everything ready, you need to make sure that you aren’t making some common estate planning mistakes. These mistakes could mean that your estate plan isn’t valid or that you are…

Plan the composition of your estate plan carefully The composition of your estate plan is something that requires careful consideration. Your estate plan isn’t likely going to look identical to your best friend’s plan or anyone else’s plan. Instead, it is a custom plan that takes your wishes into account. We can help you develop your estate plan so that…

During estate planning, pass on important account information When doing your estate planning, remember that things are going to feel rather chaotic for your heirs. They have to try to sort everything out without your help. Things that feel easy to you, that you don’t think twice about, can be serious hurdles for them. For example, you do your banking…

Plan the heirs and contents of your will very carefully Making plans for your estate is something that can take some time and thought. This isn’t a process that you should rush through; however, it isn’t something that you should put off for too long. We understand that this isn’t a fun thing to think about, but handling matters now…

John Steinbeck’s children battle on over rights to his works The stepdaughter of famed author John Steinbeck made an appearance in federal court in Los Angeles on Tuesday, Aug. 29. It’s there that she pleaded with a judge to put an end to the decades-long ownership dispute over his works. The stepdaughter’s mother and author’s third wife had originally initiated…

Don’t let fear stop you from making your estate plan today We recently discussed the fact that you need to reevaluate your estate plan if you go through a divorce. However, what if you don’t have one yet? In that case, you should get your estate plan started today. Many people think that estate planning is going to be a…

Reevaluate your estate plan when going through a divorce Divorce is a time when you need to evaluate various aspects of your life. You might need to redo everything from your budget to your estate plan. In fact, there are some very important estate planning documents that you need to review when you are going through a divorce. If you…

How can I protect an inheritance for my loved ones? Your estate plan is the key to making sure that your assets are distributed as you intend. The way that you handle the estate is something that can have a big impact on how the people you leave assets will be able to use those assets. Some people might automatically…