Most people tend to think of wills or trusts when they hear or read about estate planning. While a will or trust may be appropriate in achieving your specific goals, there are three other estate planning documents that everyone should consider including in their plan: A Living Will A Designation of Healthcare Surrogate (sometimes referred […]
read moreWhen you draft a will, you need to designate a specific individual to serve as the executor (also known as the personal representative) of your estate. Since the executor has many duties during the probate process in order to wind up your estate, it’s a good idea to help them understand what is expected of […]
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Estate planning is not a one-size-fits-all endeavor. When executed properly, an estate plan should be a customized plan designed to best protect you and your loved ones. While each estate plan should be tailored to fit your specific needs and goals, every estate plans should include some or all of the following: Will: A will […]
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Let’s face it, college is expensive. Reports for the 2019-2020 school year show the average cost of tuition and fees is $10,116 at an in-state public university and $36,801 at a private university. When you then consider the additional costs of housing, books, and meal plans the total for your child to attend college may […]
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Taking Care of Your New Family Member National Adoption Month is aimed at raising awareness about the adoption process and the children who need permanent, loving homes. Each year thousands of children are adopted and throughout the years they bring much joy to their adoptive families. If you are in the process of adopting, have […]
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Many people forget that estate planning is not only for after you pass away, but also to ensure your well-being should you become incapacitated. Illnesses or injuries can cause mental incapacitation over time or all at once and, in either situation, you will be unable to handle your financial and legal affairs, as well as […]
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Each season of life brings it’s own unique changes and challenges. Chances are you may want to plan ahead to protect yourself from potential incapacity, protect your family from probate, ensure your pets are taken care of, or perhaps it’s a charitable contribution that you care about – your goals deserve thoughtful planning to ensure […]
read moreAccording to the United States Department of Health and Human Services, someone turning 65 today has an almost 70 percent chance of needing long-term care at some point in their lives. When it comes to paying for long-term care, many people assume that their health insurance or Medicare will cover it – and both assumptions […]
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Once you have an estate plan created and in place, it is all too easy to forget about it for years at a time. However, many things happen in our lives that make it necessary to adjust an estate plan, and it is important to review your plan on a regular basis with the help […]
read moreEstate planning is a topic that many people avoid. It’s often associated with wealth, old age, or the end of life. But the truth is, estate planning is important for everyone, regardless of age or financial status. Why is that so? Estate planning is about more than just distributing assets after death. It’s about ensuring […]
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