May 3, 2021 | Estate Planning, Estate Planning PENDING
Four Reasons to Revisit Your Powers of Attorney May 13, 2021 Although much of estate planning deals with what happens after you die, it’s equally important to have a plan for making critical financial or medical decisions if you’re unable to make them for...
Mar 17, 2021 | Estate Planning, Estate Planning PENDING, Uncategorized
Dissecting the Contents of a Will March 22, 2021 Understanding the Basics Typically, a will begins with an introductory clause, identifying yourself along with where you reside (city, state, county, etc.). It should also state that this is your official...
Jan 4, 2021 | Estate Planning, Estate Planning PENDING, Uncategorized
Does Your Estate Plan Clearly Communicate Your Wishes? January 13, 2021 Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an invitation to litigation. An example of this is the dispute that arose...
Dec 2, 2020 | Estate Planning, Estate Planning PENDING, Uncategorized
Avoid These Four Estate Planning Transgressions December 9, 2020 1. You Don’t Update Beneficiary Forms Your will spells out who gets what, where, when and how. But a will is often superseded by other documents like beneficiary forms for retirement plans,...