Don’t Include These In A Living Trust
A living trust is a legal document that allows you to designate a trustee to manage and distribute your assets according to your wishes...
Estate Planning Misconceptions & Realities
One of the most common misconceptions about estate planning is that it’s only about protecting assets like your cars, boats, and...
Important Reasons To Update Your Last Will And Testament
If you have a Will, congratulations – you’re among the 32% of Americans who have wisely taken the initiative to protect your assets and...
6 Different Types Of Power Of Attorney
A Power of Attorney (POA) is a legal document that allows you to select an agent to act on your behalf for financial or health-related...
Leaving An Inheritance For Your Kids
Before you rush into handing your kids their inheritance, it’s important to make sure you and your spouse have enough to cover your...
Creating An Estate Plan
If you’ve been putting off creating an estate plan because it seems too time consuming, here’s a basic step-by-step guide to help...
4 Ways To Leave A Legacy For Your Beneficiaries
What’s the best gift you can leave your loved ones when your time comes? Drawing up your Will and other essential estate planning...
Are Your Retirement Accounts Subject To Probate Court?
The short answer is, “No.” Although some of your assets are subject to the probate process when you pass away, accounts like your...
Why Everyone Needs A Durable Power Of Attorney (DPOA)
Did you know that a general power-of-attorney document is null and void if you become incapacitated or mentally incompetent? That’s...
How To Research A Charity Before You Donate
According to the Philanthropy Roundtable, people aged 61 to 75 are more likely to donate to charities. This is likely because they have...
