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Author: Alaina Sullivan

Having a Family Meeting to Explain Your Estate Plan

Posted onSeptember 3, 2020September 2, 2020

An estate plan affects more than just you. It involves the whole family. The first part of making sure that you are fully prepared and have an estate plan is to create the will, trust and other necessary documents. The next step is making sure Read More …

CategoriesEstate planning, Power of Attorney, Revocable Trust, Uncategorized

The Empty Bucket: Why It Is Important to Fund your Trust

Posted onSeptember 2, 2020September 1, 2020

The idea of creating a trust in lieu of a will is appealing to many people when it comes to estate planning. Trusts have several benefits, one of which is that the person’s assets go into a trust and are then distributed to beneficiaries outside Read More …

CategoriesEstate planning, Revocable Trust

Do I Really Need an Estate Plan?

Posted onSeptember 1, 2020August 30, 2020

“But I am young. I don’t need an estate plan; I am not married and do not have children, so I do not really need a will; or I do not really own that much property, so is a trust really necessary?” You may feel Read More …

CategoriesUncategorized

What is Included in a Basic Estate Plan?

Posted onAugust 31, 2020August 30, 2020

“I need an estate plan, but does that just mean I need a will?” That misconception is common in that most people assume all they need is a will in order to have a complete estate plan, but that misconception could end up harming your Read More …

CategoriesEstate planning, Power of Attorney

The Beauty of the Ladybird Deed

Posted onAugust 28, 2020August 28, 2020

When it comes to protecting your property, many different options exist, and one of these more-commonly used choices is the Ladybird deed. However, while many individuals have heard of the term, not all understand what exactly it means and how it can be a benefit Read More …

CategoriesUncategorized

The Importance of Revising your Will or Reviewing It Yearly

Posted onAugust 27, 2020August 26, 2020

“But I have a will so I am covered.” Many people walk around with this misconception thinking that once their estate plan is drafted, they are done. However, what most individuals do not realize is that an estate plan is a living document. Just as Read More …

CategoriesUncategorized

The Importance of Having a Power of Attorney

Posted onAugust 26, 2020August 25, 2020

When the idea of estate planning comes up, a will or trust are normally the documents that come to mind. However, a truly comprehensive estate plan involves much more than a plan for what happens to the individual after he or she dies. Other considerations Read More …

CategoriesPower of Attorney

Should I Do my Own Will Online?

Posted onAugust 25, 2020August 25, 2020

All attorneys get this question every now and then: “Do I really need to hire an attorney? Aren’t wills just forms I can get online?” It is an understandable question. Using an attorney to prepare your estate plan can be costly, but like so many Read More …

CategoriesUncategorized

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