WHICH LIFE EVENTS THAT REQUIRE AN IMMEDIATE ESTATE PLAN UPDATE?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or…

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HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION

Estate planning to determine the way a person’s assets will be distributed upon their death is only the tip of the iceberg….

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HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the…

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THE VALUE OF HAVING A “LIFE PLAN” IN ESTATE PLANNING

All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living…

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THE REAL LIFE PERILS OF ONLINE AND DO-IT-YOURSELF (DIY) ESTATE PLANNING

With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you…

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WHY DOES A LIVING TRUST COST MORE THAN A WILL?

Yes, you will likely invest more in trust-based planning than will-based planning because you get a whole lot more value. Comparing these…

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HOW TO ALIGN INSURANCE WITH YOUR ESTATE PLAN

If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your…

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HOW TO AVOID HIGH OCTANE STRESS AND ORGANIZE INFORMATION FOR YOUR FAMILY

Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would your spouse or family…

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WHAT THESE 4 FAMOUS ESTATE PLANNING DEBACLES CAN TELL YOU ABOUT PROPER PLANNING

These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies.   1. Pablo Picasso –…

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TEXTING CODES FOR SENIORS!

ATD: At the Doctor                                      …

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