A will is a legal document that directs loved ones on how to handle finances, property and any minor children in the event that a person passes away. This document is important because it ensures that the deceased will have their wishes carried out. However, many...
Estate Planning
When should you amend your estate plan?
Your estate plan entails many items such as your living will, trusts, last will and testament and life insurance policies. While you should review your estate plan every few years to check for minor changes, some life events warrant amending the entire package. Having...
What is estate planning for seniors?
As people grow older, their priorities change. A senior may worry about his or her health and eventual passing. Therefore, estate planning might become a critical process. Heirs and beneficiaries may deal with challenges that a proper estate plan could have...
What estate planning tools are available to you?
Creating an estate plan can offer you peace of mind in knowing that your loved ones will have the support they need in the future. Choosing the right documents for that estate plan allows you to tailor your plan to achieve your unique goals. What estate planning...
Family businesses without a course are headed for choppy waters
Family outfits account for nearly all business activity in the U.S., but most don’t have a plan for the future. If you’ve got a business to take care of now and in the future, it’s never too early to take steps for preservation. Surveys suggest that up to 90% of all...