Who Gets What? 10 Estate Planning Mistakes to Avoid

estate planning

Estate planning is essential to ensuring your assets make it to the right people, yet many people neglect this important step. In fact, 60% of Americans have not yet completed an estate plan. It’s understandable that people don’t like discussing this subject. People don’t like thinking about their deaths. If you don’t plan though, you can leave […]

Around The Web: Successful Estate Plan Must-Haves

Successful Estate Plan Must-Haves How would your current estate plan hold up in an unfortunate turn of events? Would your family members have access to your assets? Do you have a designated guardian for your children? This article highlights several factors that go into creating a successful estate plan that won’t leave things up to […]

Around The Web: Estate Planning is Important for People of All Ages

Estate planning is not just for retirees and the elderly – it is important for people of all ages. This is especially the case if you are married, have children, buy a house, or get an inheritance. Making sure there is a plan in place for your children and your estate in the case of […]

Around the Web: 3 Worst Estate Planning Mistakes and How to Avoid Them

Avoid Common Estate Planning Mistakes All too often, people make the mistake of not planning their estate properly and when they pass, their family is left to sort out the puzzle. This can frequently result in drawn-out, expensive court processes or even family feuds. This article by Larry Light highlights three common estate planning mistakes […]

How to Set Up a Special Needs Trust: A Guide for Parents

A special needs trust means that you can have valuable peace of mind that your child will be taken care of after you’re gone. It’s not an easy thing to think about, we know, but it is vital. We would like to reassure you that setting this up now is a proactive, positive step. It is undeniably […]

6 Types of Trust Documents You May Want to Include in Your Estate Plan

types of trust

There are many types of trusts out there.  Here are 6 basic types of trust documents that may be used for your estate plan. Don’t worry. There’s no need to feel intimidated by the estate planning task. Even if you have zero legal background or know-how when it comes to estate planning, we’ve got your […]

Around the Web: Turn Your Estate Plan into a Legacy

So, you’ve established an estate plan. You may think you’re all set – that you have everything settled and prepared and you don’t have to worry about it anymore – but you would be wrong. According to this article by Forbes, a recent study shows that traditional estate planning will result in a 70% chance […]