Whenever the topic of estate planning comes up, there are two terms you are guaranteed to hear in the discussion: wills and trusts. These two legal documents can rightly be described, correctly or otherwise, as the backbone of an estate plan. But what’s the...
If you want advice on how to choose a financial planner – a topic we’ve covered regularly here on the Blog, most recently just last week – there’s no shortage of recommendations. But if you’re looking for ideas on how to choose an estate planning lawyer, the amount of...
Most individuals only evaluate the role of an estate executor during two specific moments: while structuring their own estate plans or after being asked to manage someone else’s estate. Regardless of an estate’s size or complexity, serving as an executor carries...
We’ve written a great deal over the years here on the Blog about making sure your estate plan is complete. That suggestion definitely applies in spades to your will. A Last Will and Testament that is outdated, incomplete, or vague can leave your executor and your...
If you love your pets like millions of Americans do, ensuring their safety is always a top priority. This commitment becomes especially critical when planning for your pet’s future after you pass away. Establishing a clear estate plan for your animals is simply the...
It’s no secret here on the Blog that we’re big advocates for professional fee-based financial planning. Based on the articles we read, we believe those who insist on do-it-yourself financial planning are putting their financial futures at risk. There are plenty of...
